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2 episodes with wells fargo securities
2 episodes with wells fargo securities
2 episodes with wells fargo securities
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Trust in real estate is fundamental to customer loyalty. Research shows that 91% of customers are more likely to choose businesses they trust. This is particularly true in the real estate and property management industries, where clients entrust companies with significant investments. As clients increasingly seek reliable service providers, businesses that prioritize transparency, strong relationships, and high-quality service gain a competitive advantage. These priorities are essential for both client satisfaction and long-lasting professional relationships.How can trust and quality elevate real estate and service businesses from transactional to transformative?In this episode of Straight Outta Crumpton, host Greg Crumpton speaks with Christina Wright and Greg Lafferty from Branch Wealth Partners. Together, they explore the role of trust in real estate investment and property management, discussing their philosophy of "212-degree service," which emphasizes exceeding client expectations by going "one degree further." Cristina and Greeg reveal how focusing on quality and trust transforms business relationships from basic transactions into valued partnerships through stories of client interactions and personal experiences.Key Points from the Episode:Importance of Trust: Wright and Lafferty discuss the foundational role of trust in creating meaningful, lasting client relationships that go beyond surface-level interactions.Quality from the Ground Up: Branch Wealth Partners emphasizes quality at every stage, from initial client contact to ongoing service, demonstrating how a commitment to excellence defines its work.Role of Education in Real Estate: Branch Wealth Partners empowers clients to make informed decisions, fostering loyalty and long-term partnerships by educating clients on real estate investment options.Christina Wright is an Investor Relations specialist at Branch Wealth Partners with over a decade of experience in private equity and banking, previously working with Ridgemont Equity Partners and Wells Fargo Securities. She is a licensed North Carolina Real Estate Broker, dedicated to helping investors build generational wealth through real estate. Christina holds a B.A. in Psychology and Sociology from Stony Brook University, enhancing her expertise in client relations and investor guidance.Greg Lafferty is an experienced real estate and financial educator with a unique background as a former NASA engineer and senior engineer at Orbital Sciences Corporation. Transitioning from aerospace to real estate and business, he has over 20 years of experience as a manager, account executive, and mentor, notably with New Life Developers and Practical Software Solutions. Greg is a seasoned speaker and author, committed to guiding others in real estate investment and financial growth.
Mike Mayo, Head of US Large-Cap Bank Research at Wells Fargo Securities, examines Jamie Dimon's staying power and ultimate succession plan for JPMorgan, as well as Jane Fraser's turnaround success story at Citi. Please note that Wells Fargo Securities, LLC and/or its affiliates, have beneficial ownership of 0.5% or more of any class of the common stock of Citigroup Inc.See omnystudio.com/listener for privacy information.
Brandon Goh is the Co-Founder and CEO of Treehouse Labs, the parent company of TRHX and Treehouse. The firm builds infrastructure, data, and standards to enable confident and informed investments in digital assets. Before founding Treehouse, Brandon held fixed-income roles at Morgan Stanley and Wells Fargo Securities, focusing on credit, derivatives, and asset-backed securities. He has a Bachelor's degree from the University of Michigan, Ann Arbor.In this conversation, we discuss:- Summary of Treehouse Labs- Overview of the fixed income market - total market is worth $600 trillion- The problems and solutions of the fixed-income market- Bringing decentralized infrastructure to fixed income- Liquid staking tokens - tAssets and tETH- Capturing returns from market inefficiencies- Decentralized Offered Rates (DOR)- The history of benchmark and interest rates- Ensuring accuracy and transparency in rate-setting- Project BambooTreehouse LabsWebsite: www.treehouse.financeX: @TreehouseFiDiscord: discord.gg/treehousefi Brandon GohX: @mytwogweis--------------------------------------------------------------------------------- This episode is brought to you by PrimeXBT. PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50
Bo Diamond is the co-founder of Caisson Capital Partners, which is a multifamily investment and development company based in Arkansas. Prior to starting this new company, Bo held roles at Ackman-Ziff, UBS, Barclays, and Wells Fargo Securities.Our conversation covered the steps he took to go from a successful investment banking and brokerage career, to founding his own real estate company and buying large apartment communities. This includes:- Caisson's Strategic Focus- Deal Sourcing- Acquisition Due Diligence- Capital Raising- Asset ManagementIf you're an investor that'd like to reach Bo so you can explore his future investment opportunities, you can email him at bdiamond@caissoncap.com.
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with John Shrewsberry, CFO at GoodLeap and Former CFO at Wells Fargo. The conversation explores the role of ethical leadership in fostering sustainable finance. John shares his career journey from Wall Street to Wells Fargo and now renewable energy fintech. He explores the balance between performance incentives and ethical standards, reflecting on lessons from the Wells Fargo sales crisis almost a decade ago and emphasizing the dangers of misaligned metrics. John advocates for integrity, transparency, and constructive feedback in leadership while highlighting the role of finance in driving innovation and prosperity. John and Ross also offer advice for young professionals and seasoned leaders on fostering a culture of accountability and growth. Meet John Shrewsberry John Shrewsberry is the Chief Financial Officer at GoodLeap, where he oversees critical functions such as financial planning, accounting, capital markets, investor relations, human resources, legal, and compliance. Previously, John served as CFO of Wells Fargo, managing the financial operations of the $2 trillion company, including treasury, tax management, and corporate development. During nearly two decades at Wells Fargo, he held leadership roles such as head of Wells Fargo Securities and the Wells Fargo Commercial Capital Group, which stemmed from a finance company he co-founded and sold to Wells Fargo in 2001. Before Wells Fargo, John worked in principal finance at Goldman Sachs and Credit Suisse First Boston, following his start as a CPA at Coopers & Lybrand. He earned a degree in economics from Claremont McKenna College and an MBA from Yale School of Management. John serves on the boards of Claremont McKenna, Yale's advisory committees, and the Yale University Endowment Investment Committee.
What might the market's next move might be… and can this rebound be trusted? Fundstrat's Tom Lee, Requisite Capital's Bryn Talkington and BMO Wealth Management's Yung-Yu Ma give their forecasts. Plus, Wells Fargo Securities' Chris Harvey says buy stocks, not the market. He explains why. And, critical CPI data is looming over the market after a volatile week. We discuss what to watch and what is at stake.
Corinne Bortniker is a Director at Cohen Circle where she supports SPAC deal execution and venture capital investments. Previously, Corinne was a Vice President at Wells Fargo Securities, focused on Technology, Media, and Telecom Equity Capital Markets. She has extensive experience executing equity capital markets transactions, raising proceeds for public and private companies. Prior to Wells Fargo Securities, she was an Equity Capital Markets analyst at Cowen Inc. Corinne holds a B.A. in Business and Psychology from Brandeis University.
Corinne Bortniker is a Director at Cohen Circle where she supports SPAC deal execution and venture capital investments. Previously, Corinne was a Vice President at Wells Fargo Securities, focused on Technology, Media, and Telecom Equity Capital Markets. She has extensive experience executing equity capital markets transactions, raising proceeds for public and private companies. Prior to Wells Fargo Securities, she was an Equity Capital Markets analyst at Cowen Inc. Corinne holds a B.A. in Business and Psychology from Brandeis University.
The fate of stocks this summer is front and center. Is there enough momentum to keep stocks climbing? Trivariate's Adam Parker and BNY's Alicia Levine tell us what they are forecasting for the next few months. Plus, CIC Wealth's Malcolm Ethridge breaks down what he is expecting from Crowdstrike earnings and the software space as a whole. And, Wells Fargo Securities' Chris Harvey tells us why he is changing his tune on the reflation trade.
Todd Mortensen is a corporate attorney in New York City who advises boards of directors, investment banks, and special committees on sell-side, buy-side, public, and private transactions in a wide range of industries. Todd has represented Goldman Sachs, Morgan Stanley, JPMorgan Chase, Barclays Capital, Wells Fargo Securities, UBS, and Rothschild & Co. among others. Todd has also worked in a number of investment management roles at Blackstone, Morgan Stanley, Merrill Lynch, and Wells Fargo. He's a former professional athlete and speaks fluent Spanish and earned a JD/MBA from Penn Law School and Wharton. In this episode we discuss the following: As a corporate attorney Todd helps CEOs and Boards of Directors 1) act in good faith and 2) be fully informed when buying and selling billion-dollar businesses. If the execs fulfill those two requirements, the court will defer to the “business judgement rule.” Otherwise, the courts will use the more stringent “entire fairness” standard. If you want to be successful at anything, you typically have to work really, really hard at it. This includes embracing the process of improving a little bit each day, week, and year. And if you're consistent and diligent with your work ethic, overtime you'll rise to the top. If you're good to people, doors will open for you. Todd's managing director at Morgan Stanley taught him that the decisions that would most affect Todd's career would likely be made when Todd wasn't in the room. So, Todd needed to make sure that his reputation helped rather than hurt him during those meetings. As Todd learned in Venezuela, “Create fama y echete a la came.” Create fame for yourself, and then go lie down. Our reputation is either helping or hurting us. Follow Todd: LinkedIn: https://www.linkedin.com/in/toddmortensen/ Follow Me: X: https://twitter.com/nate_meikle LinkedIn: https://www.linkedin.com/in/natemeikle/ Instagram: https://www.instagram.com/nate_meikle/
In this episode of Investing In Integrity, Ross Overline speaks with Mike Mayo, Managing Director and head of U.S. large-cap bank research at Wells Fargo Securities. He has spent 30 years as a bank analyst and is the author of “Exile on Wall Street: One Analyst's Fight to Save the Big Banks From Themselves.” Mike's influence extends beyond traditional research roles, as he was one of the few analysts who foresaw the 2008 global financial crisis and subsequently testified on its causes to the Financial Crisis Inquiry Commission in 2010. His contributions to the field have earned him widespread recognition, including accolades such as the Daniel J. Forrestal III Leadership Award for Professional Ethics and Standards of Investment Practice from the CFA Institute. Mike shares his background and journey into the finance industry, highlighting the challenges he has faced and the importance of staying true to his values. He emphasizes the importance of isolation, initiative, and impact in his work. Together, Ross and Mike discuss the isolation felt by finance professionals and students and how to overcome it, accountability in the financial industry, and leadership in finance.
Wells Fargo Securities Managing Director, Head:US Large-Cap Bank Research Mike Mayo discusses regional bank turmoil over the last year and his outlook on the banking sector overall. He speaks with Bloomberg's Alix Steel and Scarlet Fu. See omnystudio.com/listener for privacy information.
John Rock attended Clongowes OC'78 and Trinity College Dublin '82 where he graduated with a Bachelor's Degree in Business Studies. He then trained for a period as a Trainee Accountant with KPMG - Stokes, Kennedy & Crowley in Dublin, before moving to London where he qualified with CIMA as a Chartered Management Accountant and then embarking on a long career in Investment Banking initially, with JPMorgan Chase and Morgan Stanley in Derivative Operations in London, before a move to the 'Big Apple' - New York, where he has been based and living in Rye, NY with his family since 1999. They have all since become US citizens. A surprise return to Dublin with Barclays in 2018, as part of their Brexit strategy to headquarter their European Operations in the EU / Dublin, before heading back again to NY in 2023 with Wells Fargo Securities, as Business Control Coverage for their Broker Dealer Securities Operations based in Hudson Yards, NY. Two of three of Johnny's sons also attended CWC for a period, and all three of his boys have attended University in Dublin and London. --- Send in a voice message: https://podcasters.spotify.com/pod/show/portraitsofclongowes/message
Joseph Mazzoli is a member of Barings' Client Portfolio Management Team, responsible for the distribution and management of Barings' Private Credit Direct Lending BDC franchise. Joseph has worked in the industry since 2012. Prior to joining the firm in 2022, he worked for Wells Fargo Securities' Leveraged Finance Sales and Trading Group, where he worked as a Senior Investment Analyst covering loans and bonds in the Healthcare, Packaging, Real Estate, and DATS sectors. Before that, Joseph worked in the Equity Research Department of Wells Fargo Securities covering BDC's and Private Credit. In a prior role at Wells Fargo Securities, Joseph worked on the Leveraged Loan Syndicate desk with a focus on structuring and underwriting syndicated loan transactions. He holds a B.S. in Business Administration from the College of Charleston and is a member of the CFA Institute. Barings has been named the 2nd most active lending to private equity sponsors in both North America and Europe consecutively over the past few years. The Barings Private Credit Corporation (BPCC) has been one of the best performing and highest yielding funds in the category with the lowest volatility and fee structure since inception.
How will results from Apple and Amazon might drive the tape from here? Stephanie Link of Hightower, Malcolm Ethridge of CIC Wealth and Evercore ISI's Mark Mahaney break down their expectations. Plus, Chris Harvey of Wells Fargo Securities expects this broader pullback to be “relatively short and shallow.” He makes his case.
Ellen Zentner, Morgan Stanley Chief US Economist says it would take a payroll print of less than 100,000 and a downside surprise in CPI for the Fed to not hike in July. Tony Crescenzi, PIMCO Market Strategist says the US is in a growth recession today. Anna Han, Wells Fargo Securities says it's time to take some profits on your winners. Jim Bianco, Bianco Research President says rates are going to continue to drift higher. Isaac Boltansky, BTIG Director of Policy Research says the bar is low for US-China talks. See omnystudio.com/listener for privacy information.
Pasquale Cardone II is the Founder and CIO of PC2 Capital, a private investment firm that invests across both fixed-income and equity securities in the commercial real estate sector. With over 20 years of experience in the financial industry, he's worked as a commercial mortgage-backed security (CMBS) trader completing over $10 billion in transactions in less than four years at Citigroup Global Markets. Pasquale held a similar role at Wells Fargo Securities and was a research analyst and global bond portfolio manager at AllianceBernstein, where he was responsible for over $6 billion in global bond multi-sector portfolios. In this episode… The recent bank failures in March of 2023 has slowly shifted the spotlight on the commerical mortgage sector and the possibility of it being the next "issue" for investors to navigate. How has the FED tightening of interest rates and the stubborn vacancies within office spaces in larger metropolitan areas effected commerical mortgage-backed securities? In this episode of Cornerstone Unplugged, JP Cavaliere interviews Pasquale Cardone II, Founder and CIO of PC2 Capital. Pasquale shares insights on the current state of the commercial mortgage-backed securities (CMBS) market, how it has been affected by the pandemic, and the FED response to higher inflation. He also reveals some of the strenghts and weaknesses he sees in the CMBS space and commerical mortgage sector as a whole.
Amy Wu Silverman of RBC Capital Markets says the market consensus is bearish and the tale of optimism doesn't exist. Libby Cantrill of PIMCO believes a deal on the debt ceiling is "imminent," and could come together by this weekend. Mike Schumacher of Wells Fargo Securities says global inflation remains stubborn. Michael Gapen of BofA Securities says a Fed rate hike in June can't be ruled out. Chris Marinac of Janney Montgomery Scott says banks are in a goog spot and getting better each quarter. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
Banks under the microscope today with new questions over whether they'll soon be under tighter regulations. Star bank analyst Mike Mayo of Wells Fargo Securities gives his take. Plus, EMJ's Eric Jackson says the rally in tech is only just beginning. He explains why. And, PIMCO's Erin Browne is flagging a big opportunity overseas – she tells us why this could be a major safety play.
FTC Fails in Meta VR Deal - https://www.law360.com/articles/1572936/judge-ftc-didn-t-show-potential-harm-from-meta-vr-dealMusk Prevails in “Funding Secured” Tweet - https://www.bbc.com/news/world-us-canada-645201573M Attempts a Texas Two-Step - https://www.law360.com/classaction/articles/1572686/vets-with-hearing-loss-seek-dismissal-of-3m-bankruptcyInvestors Want $300m from Wells Fargo - https://www.law360.com/cases/63dd6ec4faa039024ecfe83bDillon et al v. Wells Fargo Securities, LLC- https://dockets.justia.com/docket/illinois/ilndce/1:2023cv00684/429986Thanks so much for listening to Minimum Competence. If you have any questions or story suggestions, find us on Mastodon on the esq.social instance. We also have a link aggregator in the fediverse, at links.esq.social, where some of our stories will be sourced from so feel free to sign up and submit there.We are especially interested in legal happenings from our listeners outside the United States. If you have an interesting case or story, consider recording a 30 second to 2 minute clip on your phone and sending it in. We'd love to run it. Contact information is in the show notes. Get full access to Minimum Competence - Daily Legal News Podcast at www.minimumcomp.com/subscribe
Epic Games will be paying more than $500 million to settle claims from the Federal Trade Commission that say the company violated the privacy protections of kids and fooled players into making in-game purchases. Michael Schumacher of Wells Fargo Securities talks rising interest rates and the bank of Japan. Also, female truckers have a bone to pick with Facebook.
Epic Games will be paying more than $500 million to settle claims from the Federal Trade Commission that say the company violated the privacy protections of kids and fooled players into making in-game purchases. Michael Schumacher of Wells Fargo Securities talks rising interest rates and the bank of Japan. Also, female truckers have a bone to pick with Facebook.
Barron's deputy editor Ben Levisohn, senior writer Nicholas Jasinski and and Christopher Harvey, head of Equity Strategy at Wells Fargo Securities discuss the outlook for financial markets, industry sectors, and individual stocks.
Anna Han, Equity Strategist at Wells Fargo Securities, discusses the latest on the markets. She spoke with hosts Bryan Curtis and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.
First, where markets are starting out after the Labor Day holiday, on the heels of several consecutive down weeks for stocks. Michael Schumacher of Wells Fargo Securities discusses how money is shifting in various ways. Plus, back-to-school shopping is not immune from inflation. And, Marketplace’s China correspondent Jennifer Pak checks in regarding the state and impact of the country’s COVID lockdowns.
It was a rally day on Wall Street as stocks claw back toward some key levels. But how much more is really left in this run? Trivariate's Adam Parker weighs in. Plus, Chris Harvey of Wells Fargo Securities says we're not going to retest the lows until next year. He makes his case. And, Mike Santoli's “Last Word” on tech's big move today.
The all-important CPI report drops in the morning just as earnings season is kicking into high gear. So, what should investors do? We ask Trivariate's Adam Parker. Speaking of earnings, the big banks are among the first set to report. Top analyst Mike Mayo of Wells Fargo Securities breaks down what to watch. And, VC heavyweight Lo Toney weighs in on some top tech plays for your portfolio.
BMO Capital Markets updates its market outlook. Brian Belski, the firm's Chief Investment Strategist, explains why he lowered his S&P 500 year-end target. Plus, Mike Mayo from Wells Fargo Securities makes the bull case for Citigroup. And, Michael Santoli takes a closer look at “pain” for his “Last Word.”
Are investors headed for a “head fake” rally in May? Greg Branch from Veritas Financial lays out his prediction ahead of the Fed's pivotal meeting on Wednesday. Plus, Mike Mayo from Wells Fargo Securities outlines three reasons why he's bullish on banks. And, Michael Santoli is “birdwatching” for his “Last Word.”
Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Bloomberg Surveillance co-hosts Tom Keene, Bloomberg News Editor-At-Large, and Lisa Abramowicz, reporter, host, and Opinion contributor with Bloomberg News, join the show to discuss jobs day and the economy. Rebecca Ray, Executive VP of Workforce Research at The Conference Board, discusses new survey findings on work life balance struggles and the desire to return to offices. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the latest labor numbers and the state of employment in the US. Hosted by Matt Miller and Katie Greifeld. See omnystudio.com/listener for privacy information.
Christie Tintle, Managing Director and head of Wells Fargo Securities' Asset backed Finance Syndicate Team, joins Mike Reynolds, VP of Single-Family Credit Risk Transfer, to discuss what it means to be the head of the syndicate desk for asset backed finance and its role in the CRT market.
Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Russell Price, Chief Economist at Ameriprise Financial, discusses jobs, markets, investing, and jobs day. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the latest jobs numbers and the state of employment in the US. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation and labor. Hosted by Paul Sweeney and Lisa Abramowicz. See omnystudio.com/listener for privacy information.
Nexstar Media Group's three C-Suite leaders — Chairman/CEO Perry Sook, President/COO Tom Carter and CFO Lee Ann Gliha — on Wednesday shared all of the details of the company's Q4 and full-year 2021 earnings results in a conference call for financial analysts and shareholders.The trio of executives offered commentary on the company's health, including what ad categories performed well — and didn't. There's also intelligence on retransmission consent revenue, with Dan Kurnos of Benchmark Co. asking for more on the subject.With Steven Cahall of Wells Fargo Securities also participating in the Q&A session, we offer this edited audio review of the earnings call in this RBR+TVBR InFOCUS Podcast.
Today on The DooDoo Diva's Smells Like Money Podcast, Chief Financial Officer at Enbiorganic, Vivek Agrawal, as they chat about the Triple Bottom Line. Coined by John Elkington in 1994, this phrase is more important than ever especially for the wastewater industry. This involves a company with three aspects which are the people, the planet, and the profits. Vivek shares that this is gearing towards sustainability while making profits that will help the company flourish as much as it helps with the improvement on the state of the environment. Stay tuned to find out more about how Vivek puts in the effort and how they apply the Triple Bottom Line in their company, Enbiorganic! This episode covers: ● The core of the Triple Bottom Line and its relevance ● What Vivek recommends as key foundations of Triple Bottom Line ● Does the transition for Triple Bottom Line require an outside consultant? ● The Triple Bottom Line as a contagious mindset from company to customer ● The future of the movement for the wastewater industry About Vivek Agrawal: Prior to joining Enbiorganic, Vivek was a Managing Director at Compass Point Research & Trading and senior research analyst at Wells Fargo Securities where he ranked #2 for stock picking within Thrifts & Mortgage Finance in the 2017 U.S. Thompson Reuters Industry Analysts Awards. He was a Vice President and senior credit analyst at Declaration Management & Research (John Hancock subsidiary) instrumental in early identification of the housing crisis. Vivek was a Vice President at H.C. Wainwright & Co. in the investment banking group responsible for corporate finance transactions including raising growth capital for small to mid-sized private companies. Vivek was an AVP in the commercial banking group of Bank of America and began his career as a commercial credit analyst. Vivek received a BS in Finance from the University of Maryland (College Park) and an MBA from Fordham University. Connect with Vivek Agrawal on: Website: www.enbiorganic.com LinkedIn: www.linkedin.com/in/vivek-agrawal-4b18b917/ Follow The DooDoo Diva's Smells Like Money Podcast on: Website: www.creativeraven.com | https://thetuitgroup.com/ LinkedIn: https://www.linkedin.com/in/creativeraven/ Email: raven@creativeraven.com Telephone: +1 760-217-8010
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Global Wired Advisors' Managing Partner and Co-Founder is Joe Hogg. He is also the CEO and Founder of J.P. Morgan, as well as the Managing Partner and Co-Founder of Providium Group LLC. Advisors of Ryland Capital. Joe was previously the Managing Director of Deutsche Bank's Structured Finance division and the Global Head of Funding for Wells Fargo Securities, a trading and investment banking branch of Wells Fargo. Global Wired Advisors' Head of Research is Robert Salmon. Robert was previously a Senior Vice President at Wolfe Research, LLC and an Associate Analyst for Deutsche Bank Securities' automotive division. He has worked with a variety of transportation organizations, including Amazon Logistics, UPS, FedEx, the USPS and LTL trucking companies. In this episode you will learn: Understanding aggregator risk and return Moving capital into the space Aggregators : Roll Up Strategy “Economies of Scale” Spoke to an Aggregator - Are They Really Getting It? Highlighting Risk Factors to the Amazon aggregator business model Strategically how to mitigate against risk Insights on the Client base Amazon and DTC businesses The future of Aggregator Model
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Global Wired Advisors' Managing Partner and Co-Founder is Joe Hogg. He is also the CEO and Founder of J.P. Morgan, as well as the Managing Partner and Co-Founder of Providium Group LLC. Advisors of Ryland Capital. Joe was previously the Managing Director of Deutsche Bank's Structured Finance division and the Global Head of Funding for Wells Fargo Securities, a trading and investment banking branch of Wells Fargo. Global Wired Advisors' Head of Research is Robert Salmon. Robert was previously a Senior Vice President at Wolfe Research, LLC and an Associate Analyst for Deutsche Bank Securities' automotive division. He has worked with a variety of transportation organizations, including Amazon Logistics, UPS, FedEx, the USPS and LTL trucking companies. In this episode you will learn: Understanding aggregator risk and return Moving capital into the space Aggregators : Roll Up Strategy “Economies of Scale” Spoke to an Aggregator - Are They Really Getting It? Highlighting Risk Factors to the Amazon aggregator business model Strategically how to mitigate against risk Insights on the Client base Amazon and DTC businesses The future of Aggregator Model
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode you will learn: Who are GWA (Global Wired Advisors) and what do they do? What is an investment side? A brief background of Global Wired Advisors Building a Deal Screen Why have aggregators become such a big thing so fast? The big 3Ps of Amazon Generating interest and gathering investors to your business Applying CPG trad portfolio to determine the busines value
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode you will learn: Who are GWA (Global Wired Advisors) and what do they do? What is an investment side? A brief background of Global Wired Advisors Building a Deal Screen Why have aggregators become such a big thing so fast? The big 3Ps of Amazon Generating interest and gathering investors to your business Applying CPG trad portfolio to determine the busines value
Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode… Are you a brand owner looking to invest in the capital marketplace or an aggregator? What steps can your brand take to boost performance in the marketplace and appeal to a broader aggregator audience? Online sales growth has continued to rise, and the pandemic only accelerated this growth as consumers gravitate towards the convenience of delivered goods. Joe Hogg and Robert Salmon compiled a focus report to detail Amazon aggregators' risk and return features and their role in the acquisition, building value, and increasing interest in the brand space. They are here to share key insights with you. In this episode of Amazing Exits, Paul Miller is joined by Joe Hogg, Managing Partner and Co-founder of Global Wired Advisors, and Robert Salmon, Head of Research at Global Wired Advisors, to discuss how Amazon aggregators are shaping the digital consumer space. Together, they share how the number of aggregators in a space can increase value, how the pandemic accelerated growth in the capital marketplace, and how consolidation and capital reallocation lead to change. Stay tuned!
2022 is almost here! Let's talk about trends around selling your Amazon FBA business and the aggregator business. 2021 was the emergence of aggregators on 2021. Learn about the dominance of Amazon eCommerce this year, and how Covid-19 accelerated online sales trends. Rob Salmon is the Head of Research at Global Wired Advisors. He has spent the past two decades analyzing transportation companies as well as the broader economy. He was named a Rising Star on Wall Street in the Airfreight and Surface Transportation Sector. Joe Hogg is the Co-founder of Global Wired Advisors. Joe began his career on the floor of the Chicago Mercantile Exchange where he traded foreign exchange and interest futures for some of the world's largest investment banks. He was the global head of funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities. This episode is brought to you by Global Wired Advisors Global Wired Advisors is a leading Digital Investment Bank focused on optimizing the business sale process. Our approach combines decades of merger and acquisition experience with online and e-commerce expertise to increase the transactional value of your greatest asset. Maximizing the value of your company in a business sale is achieved through the full expression of its future potential. Choosing the right representation to provide this vision to the right buyer, means putting your future in focus. For More information visit https://globalwiredadvisors.com/ This episode is also brought to you by Sellerise. Take a deep dive into your business processes to make data-driven decisions and outperform the competition in an innovative way. Sellerise is a comprehensive solution for your everyday business needs with innovative tools like the PPC Dashboard, Smart Alerts, Review Requester, and Keyword Tracker. Everything you need to grow and scale your business is just one click away. Stand out from the crowd and conduct business whenever, wherever. Innovate your effort and work smarter, not harder. The difference is amazing. Sellerise is for professionals at every level of the business journey. Simply select the capabilities that best fit your needs. Visit https://www.sellerise.com This episode is brought to you by Zee Are you a private label seller looking to expand into larger markets internationally or need an experienced import partner to keep growing? Zee makes selling your Amazon products abroad easy with excellent import knowledge, door-to-door solutions, customer service and scalability. Streamline your import process with Zee today to increase profit margins and continue to scale. Ready to expand your ecomm empire and take your Amazon FBA Business global? Visit https://zee.co to learn more! This episode is also brought to you by .CLUB Domains .CLUB is the most used new top-level domain name and the perfect web address for your membership or subscription-based startup or business. Why? Because your customers are your CLUB! Grow your business with a domain name that instantly means membership and subscriptions. There are a lot of great domain name choices today, but if your business is about building a community of members around a product or service, there's no better URL than YourName.club. With 1.3 million registrations worldwide, there are already thousands of e-commerce sites using .CLUB. - great subscription businesses like Soap.club, Firstleaf.club and Coffee.club. You too can join the .CLUB today. Visit https://www.get.club. On this episode, we talk about the emergence of Amazon aggregators during 2021. Rob Salmon is the Head of Research at Global Wired Advisor. He has over 2 decades of experience analyzing transportation and economy, named a Rising Star on Wall Street in the Airfreight and Surface Transportation Sector. Joe Hogg is the Co-founder of Global Wired Advisors. He was the global head of funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities. This episode is brought to you by Global Wired Advisors, Sellerise, Zee & .CLUB Domains.
Download a report on all the aggregators https://myamazonguy.com/amazon-aggregators-a-profile-of-risk-and-return-from-the-digital-frontier/Sell to an aggregator at amazonaggreagtors.com (To find the right one)Prior to founding Global Wired Advisors with Jason Somerville, Chris Bodnar, and Chris Shipferling, Joe was the global head of funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities. There, he oversaw the daily financing of $110 Billion of broker-dealer assets, and between $25 Billion and $40 Billion of additional capital market's deal flow annually across all industry verticals. Prior to joining Wells Fargo, Joe managed the Structured Finance desk at Deutsche Bank where he was responsible for building structured derivative solutions for bank clients and hedging interest rate and equity market exposure. Joe began his career on the floor of the Chicago Mercantile Exchange where he traded foreign exchange and interest futures for some of the world's largest investment banks.He has an undergraduate degree in Finance from Virginia Tech and has completed graduate work at the University of Chicago in Quantitative Finance. Joe is also a GARP-certified Financial Risk Manager and a member of the International Association of Financial Engineers.00:00 Diving Deep on Amazon Seller Data10:24 Introduction of guests: Joe Hogg and Rob Salmon11:45 Amazon Aggregators: A Profile of Risk and Return from the Digital Frontier15:21 What are people observations over the weekend (Black Friday/Cyber Monday)17:25 The aggregators are all trying to exit first before the money drys up21:20 Favorite page/particular exhibit on the report22:40 Why Walmart hasn't caught up27:12 Do you think there are enough 3rd party sellers that fit the criteria most aggregators are looking for? Sales treated than 500K a year? I don't see there being enough brands for all these aggregators29:23 How many total brands sold to aggregators33:02 China direct-to-consumer analysis in the report24:51 Can you give an example of an aggregator going direct B2C - does that acquiring the manufacturer/supplier?36:34 New stats on amazonaggregators.com41:32 There are even bigger players that are gonna come in42:58 Would you ever reach out to an aggregator or wait for them to find you?43:54 Why all should use Global Wired instead of going directly to an aggregator47:29 What's your idea that aggregators and big companies are narrowing the path for small PL sellers?#amazonaggreagtors #globalwiredadvisors #joehoggSupport the show (https://www.paypal.com/paypalme/myamazonguy)
In an interview with RMA Communications Manager Stephen Krasowski, John Silvia, President of Dynamic Economic Strategy, and a former Managing Director and Chief Economist for Wells Fargo Securities, discusses credit, the debt ceiling, and the cost of default. For podcast sponsorship/advertising opportunities, email RMAsponsor@rmahq.org. Have a smart phone or tablet? Subscribe for FREE to our podcasts on Apple Podcasts, Spotify, and Google Podcasts.
Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, discusses banks investing in ESG. Michelle Terry, CEO of Movember, talks about the annual campaign for changing the face of men's health. Carey Smith, Founder of Unorthodox Ventures, shares his thoughts on venture capital investing. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, discusses banks investing in ESG. Michelle Terry, CEO of Movember, talks about the annual campaign for changing the face of men's health. Carey Smith, Founder of Unorthodox Ventures, shares his thoughts on venture capital investing. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Marcus Moore, Assistant Portfolio Manager at Zeo Capital Advisors, discusses the markets. Lisa Erickson, Senior Vice President and Co-Head of Public Markets Group for U.S. Bank Wealth Management, on her market outlook. Rebecca Ray, Executive Vice President of Human Capital at the Conference Board, discusses their mental health study. Sarah House, Senior Economist and Director for Wells Fargo Securities, previews jobs day. Hosted by Paul Sweeney and Kailey Leinz. See omnystudio.com/listener for privacy information.
Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses the Biden administration's plan to purchase rapid at-home Covid-19 tests. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Toronto Bureau Chief Danielle Bochove talk about farms in some Canadian provinces being are allowed to sell cannabis directly to the public—with onerous restrictions. Bloomberg Editor-at-Large Erik Schatzker shares details of his interview with Soros Fund Management CIO Dawn Fitzpatrick from the Bloomberg Invest Global conference. And we Drive to the Close with Anna Han, Equity Strategist at Wells Fargo Securities. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses the Biden administration's plan to purchase rapid at-home Covid-19 tests. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Toronto Bureau Chief Danielle Bochove talk about farms in some Canadian provinces being are allowed to sell cannabis directly to the public—with onerous restrictions. Bloomberg Editor-at-Large Erik Schatzker shares details of his interview with Soros Fund Management CIO Dawn Fitzpatrick from the Bloomberg Invest Global conference. And we Drive to the Close with Anna Han, Equity Strategist at Wells Fargo Securities. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Robert Langreth, Healthcare Reporter for Bloomberg News, discusses his Big Take story: "Covid Delivers an Unsettling Reality Check to the World." Lynn Franco, Director of Economic Indicators and Surveys at the Conference Board, talks about the latest CCI data. William Cai, Co-Founder and Partner of Wilshire Phoenix, discusses the commodity market. Allison Poliniak-Cusic, Director of Equity Research, Transportation and Industrial Technology for Wells Fargo Securities, talks UPS earnings. Hosted by Paul Sweeney and Matt Miller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Lindsey Piegza, Chief Economist at Stifel, discusses the Fed decision. Ian Balina, Founder and CEO of Token Metrics, discusses the cryptocurrency space. Michael Mayo, Senior Banking Analyst for Wells Fargo Securities, discusses the Fed decision and what it means for banks. David Dietze, Managing Principal, Senior Portfolio Strategist for Peapack Private Wealth Management, talks markets and the Fed. Hosted by Paul Sweeney and Matt Miller.
Вы только что получили повышение, и сразу возникло множество вопросов: к какой цели стремиться, какая ответственность ложится на плечи, как выстраивать отношение с командой, как распоряжаться бюджетом и как искать новые кадры? Также мы затронули ряд карьерных нюансов, которые имеют место быть в современном финансовом мире. В рубке "Вечерней EBITDA" находится Влас Лёзин – Chief Operating Officer в Silicon Valley Innovation Center, 7 лет работал в Goldman Sachs, 2 года в Wells Fargo Securities, партнёр SF Education и основатель платформы Human IPO: https://humanipo.app/
Carlos N. Escutia es el fundador y CEO de GroWrk Remote, una plataforma global de tecnología desarrollando la infraestructura logística para servir las necesidades del futuro del trabajo. Previo a GroWrk, Carlos fue el Co-fundador y COO de CasaOne, una compañía de tecnología dedicada a la renta de muebles respaldada por Accel Partners ($78m USD de fondeo levantado a la fecha). Anteriormente, Carlos fue Operador de Fondos para el fondo de capital de riesgo del FIS, un fondo de VC con $100M USD bajo administración. Carlos también se desempeñó como Banquero de Inversión para Wells Fargo Securities en Nueva York, proveyendo servicios de M&A y levantamiento de capital para empresas Fortune 500 con un total de 4 billones USD en transacciones cerradas. Carlos obtuvo su MBA en NYU Stern School of Business. En este episodio Carlos nos explica cómo cuidar nuestra ergonomía y nos da algunos tips para no descuidar nuestra saluda en el trabajo remoto, también nos cuenta el reto que es para las organizaciones proveer experiencias para los empleados que están en remoto y aquellos que están en las oficinas, nos explica por qué el modelo híbrido es el más complejo y difícil de sostener a través del tiempo tanto para las organizaciones como para los individuos, además hablamos de: Los riesgos para los individuos y las organizaciones con el modelo híbrido. Nos platica sobre el riesgo de perder talento en aquellas organizaciones que se resistan al Trabajo Remoto. Nos cuenta que el principal reto al momento de implementar una estrategia de Trabajo Remoto es el desarrollo y/o mantener una cultura. Nos cuenta que el éxito de aquellas organizaciones que son Remotas radica en entender que verse presencialmente (al menos un par de veces al año) es importante y es necesario. Nos explica que el gran problema de la ergonomía es que las consecuencias muchas veces no las sufrimos de manera inmediata y esto hace que no le prestemos atención. Si las organizaciones no entienden que lo que te pagan está relacionado más al valor que aportas que a la ciudad en donde vives están destinadas a perder talento. Carlos nos Recomienda: Libro: Remoter, by Alexander Torrenegra.
Jennifer Fritzsche is a communications infrastructure specialist. She is a frequent guest on CNBC, Bloomberg TV and featured speaker at industry conferences. She was a Managing Director at Wells Fargo Securities focused on telecommunications services. She is currently a Senior Industry and Innovation Fellow at Georgetown University. In today's episode, some of the things we talked about were: what is the telecom industry and who are the major players, what is 5G, what are the long term implications of 5G, is it safe, and much more! Dangerously Good with Jay Sikand is a long-form podcast where Jay explores dangerously good topics and ideas! This show is about learning new things and sharing that journey with the world! Expanding the minds and imaginations of those who want to partake. Expect new episodes and clips every Tuesday! Watch the podcast on the Dangerously Good YouTube channel (https://www.youtube.com/watch?v=I65EgVzfrnk) & For CLIPS of the podcast, subscribe to the Dangerously Good Clips Youtube channel! (https://www.youtube.com/channel/UChmDAQzfpNdmEi10lqBReuQ) Chapters: 0:00 - Intro 0:57 - Jennifer's background 6:00 - transition from history degree to MBA 7:44 - Thoughts on getting an MBA 10:13 - hedge funds & robinhood 19:13 - Diversification through Cryptocurrency 23:31 - the intelligence of gen z 29:43 - intro in the telecommunication industry and the big players 35:35 - Why did AT&T & Verizon sell their valuable cell towers? 38:40 - The rise of T-Mobile vs a Duopoly 42:43 - Politics in the telecommunication industry 44:29 - is the telecommunication industry dying?!? 46:58 - Starlink 48:25 - The cable industry duopoly 51:00 - The future of Television 53:47 - The streaming wars & HBO Max 1:00:35 - Biggest players in 5G and who will win?!? 1:04:48 - What is 5G and is it safe? 1:14:20 - Drawbacks of 5G 1:15:28 - Jennifer's entrepreneurial projects 1:18:56 - What is Jennifer most grateful for? About Jay Sikand: He is a podcaster, actor, tech nerd, and lover of life that explores ideas from entertainment, technology, philosophy, politics, health, fitness to whatever else is intriguing. He has conversations with friends and people of strong morals, ambitions, and intelligence within their fields. Anyone who wants to journey through enlightening conversions that contain dangerously good information should tune in! --- Support this podcast: https://podcasters.spotify.com/pod/show/jay-sikand/support
Во второй части цикла Top Management Talks обсуждаем функции руководителей в компании и то, как правильно с этими руководителями взаимодействовать. Вспоминаем каверзные ситуации, сравниваем доверительные отношения и откровенную лесть, рассуждаем на тему того, как грамотно расти и что для этого нужно взвешивать. В рубке "Вечерней EBITDA" находятся CEO SF Education Александр Вальцев и Влас Лёзин – Chief Operating Officer в Silicon Valley Innovation Center, 7 лет работал в Goldman Sachs, 2 года в Wells Fargo Securities, партнёр SF Education и основатель платформы Human IPO.
Для запуска негласного цикла "Top management talks" в рубку прибыл Влас Лёзин – Chief Operating Officer в Silicon Valley Innovation Center, 7 лет работал в Goldman Sachs, 2 года в Wells Fargo Securities, партнёр SF Education и основатель платформы Human IPO. Вместе с Александром Вальцевым, CEO SF Education, мы поговорили на тему того, как отличить, что важно для компании и что важно для сотрудника, как использовать это для продвижения по карьерной лестнице и как выстраивать своё окружение.
Winston Justice is an Investment Manager at Alliance Bernstein and a Co-Founder of Electro Coffee Shops. He was a former National Football League Player – the League’s 2010 Walter Payton Man of the Year and has now recruited as financial advisor of Bernstein Private Wealth Management. Winston started Wealth Management in 2015 at Wells Fargo Securities in Southwest Florida. He earned a Bachelor's Degree in Public Policy from the University of Southern California and had his MBA Degree from George Washington University. [00:01 – 07:07] Opening Segment I welcome our guest for the episode, Winston Justice Winston talks about his background Pivoting successfully in the business from being a National Football Player [07:08 – 18:24] Making an Identity from an Athlete to Corporate Office Dealing with career transition Athlete’s mindset in building their platforms and creating their network Catching up in a Big Corporate World Wells Fargo Securities Earning Degrees and Certifications from University Making the Post-Career Plan Surrounding with the best people Separating identity as a Player vs being an associate in the office [18:25 – 30:24] Moving with Career and Passion What happens next being at Wells Fargo Financial Manager Portfolio Manager Difference between going to a big wirehouse to a boutique shop The adjustments in moving from Southern California to Middle Tennessee Becoming a Christian and going in Mission Trips Launching Coffee Shops Venture capital fund and finance [30:25 – 37:06] Closing Segment What does success look like for Winston Justice? Where does he spend most of his time? Does he still keep up and watch the game? Connect with Winston. See Links Below. Final words Tweetable Quotes: “If you surround yourself with the right type of people, when a problem does arise, a biz issue or you have something you want to pursue, you do pull in and ask those questions to get this knowledge and to make a more educated choice.” – Winston Justice “People would rather talk with a current player that’s actually playing, than one that hasn’t.” – Winston Justice “Real value is actually roll-up your sleeves and being part of the process of expanding the revenue and not just making investment and hoping it works out.” – Winston Justice Resources Mentioned: https://www.bernstein.com/ (Alliance Bernstein) ------------------------------------------------------------------------------ Connect with Winston! Visit their website at https://www.bernstein.com/ (https://www.bernstein.com/) and send him an e-mail at winston.justice@bernstein.com Connect with Excelsior GP: https://www.excelsiorgp.com/ (Excelsior GP Website) https://www.linkedin.com/company/excelsior-capital-gp/ (LinkedIn) https://www.youtube.com/channel/UCmreyaEmNbgq-6t86UtERSw (YouTube) Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn) LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!
Mike Mayo, Senior Banks Analyst at Wells Fargo Securities, on why bank stocks are on the rise. Bess Freedman, CEO of New York-based brokerage Brown Harris Stevens, on 2021 market conditions and trends. Jim Anderson, CEO of SocialFlow, on Australia passing a law that makes Facebook and Google pay for news. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets and investing. Hosted by Paul Sweeney and Matt Miller.
Zachary Griffiths, Macro Strategist at Wells Fargo Securities, joined to react to the Federal Reserve's first meeting of 2021, lay out Jerome Powell's next moves as it relates to interest rates and asset purchases, and break down the realistic expectations for President Biden's stimulus package. --- Send in a voice message: https://anchor.fm/market-banter/message
Why does Tesla joining the S&P 500 remind Wells Fargo Securities’ head of equity strategy of AOL and the dot-com boom and bust era? He also explains why he’s sticking with his year-end estimate of 3,850 for the S&P 500 even after the benchmark index reached that level in the first month of the year. Mentioned in this podcast: GameStop Record Surge Gives Win to Reddit Army in Citron Clash Riskier the Better Is Rallying Cry of Day Traders Going Small
Max Nisen, Bloomberg Opinion biotech and health care columnist, on Pfizer's vaccine data showing it prevents 90% of covid infections. Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, on the big day for the banks. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the importance of the Georgia runoff and his current strategy post-election. Thomas McLoughlin, Head of Americas Fixed Income at UBS Global Wealth Management, on bond markets after positive vaccine and election news. Hosted by Paul Sweeney and Vonnie Quinn.
Charles Dougherty is a Vice President and economist with Wells Fargo Securities. Based in Charlotte, North Carolina, he covers the commercial real estate, housing, and construction sectors of the U.S. regional and macroeconomy. He regularly writes indicator reports, produces special commentary, and contributes to the company’s Weekly Economic & Financial Commentary. His commentary on the regional and U.S. economy has been featured in various regional and national media publications, including Bloomberg News and The Washington Post.This week, the Data Driven Real Estate Podcast checks in on the state of the economy, which real estate sectors or doing well compared to those really struggling, if co-working is a thing of the past, how commercial rents have performed, and the outlook for the 2021 market.
Tune in this week and learn how you can scale a business in different markets to launch your entrepreneurship journey. Listen to Victor Williams, a seasoned Mergers and Acquisitions expert. He has served in various banking institutions such as Standard Bank, Wells Fargo Securities, Goldman Sachs and now shares his knowledge of different African markets in scaling a business. NB: Victor Williams is currently the CEO of NBA Africa. This podcast interview was held in his previous role with Standard Bank Group as Head, Corporate & Investment Banking, Africa regions.
Spotify is throwing a lot of money at technology and talent in an effort to secure its spot at the top of the audio food chain. Wall Street is loving the strategy and it's evident in the stock price. In this episode, we spoke to Wells Fargo Securities analyst Steven Cahall about the complicated economics of podcasting and how Spotify still has a lot to prove to justify the recent stock moves. We also spoke to one of the podcasting industry's rising stars-- Kinsey Grant, Host of Morning Brew's Business Casual podcast. Kinsey gives us an insider's take on how to build a successful podcast and the tricks to stand out in a really crowded pool of podcasters who are all battling it out for listeners. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message
Raymond Wong (SMIS 1985) Representative Director and President of Wells Fargo Japan After graduating SMIS in 1985, Raymond Wong studied in University of Pennsylvania with BA in Math and BSE in Finance. Born and raised in Japan, he carried Taiwanese passport until age four, before naturalizing to become Japanese. He also attended Tokyo Chinese School during his primary years. Raymond had been in Financial companies for 30+ years, and currently is serving as a Representative Director for Wells Fargo Securities in Japan. He is also currently Chair for St. Mary's Alumni Association for 2020-2023. He is also an avid athlete, having completed 60 full marathons and 9 IronMan events. Raymond and his wife Miwa have three children who studied in SMIS and SIS (Class of 2008, 10, 12). Episode Summary -The international school experience: going as a student v having a child attend and why send children to international schools -Deciding what type of educational path (Japanese, American, etc) children should pursue - Cultural variance within a bi-cultural family - St. Marys as a parent vs student - The finance market in Japan in the 1990s - Expatriate culture and how it is changing in the 21st century - Taiwan/Singapore in the 1990s - Raymonds and "identity" - How mixed children vary in identity, even within the same family - Being at Bear Stearns in 2008 - COVID-19 v the 2008 Financial Crisis - Raymond's belief in regard to how we engage COVID-19 will define our character - The SMIS Alumni Council (SMAA) - Iron Man and marathons
In the primary market, The Regents of the University of California brought USD 2.6bn of AA-rated general revenue bonds via joint senior managers JPMorgan and Wells Fargo Securities. The deal included USD 790m of tax-exempt 2020 Series BE bonds. Debtwire Municipals' Kathie O'Donnell breaks down the deal for us. On 30 June, the FOMB released the commonwealth’s final budget for FY21 (ends 30 June 2021). Because both FOMB and the commonwealth lack recent audited or unaudited financial statements that serve as a baseline in compiling a budget, the document is of dubious value to investors and other parties. Debtwire Municipals' Head of Research Greg Clark gives us his take on the fiscal plans. Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market. For comments or questions contact paul.greaves@acuris.com
What to watch for the week of 6/15 in the markets and economy with Barron's deputy editor, Ben Levisohn and Chris Harvey, head of equity strategy at Wells Fargo Securities.
Mike Mayo, Senior Analyst at Wells Fargo Securities, discusses his outlook for the banking sector amid the coronavirus outbreak. He explains why he thinks banks are more resilient than they've been in a decade. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Mike Mayo, Senior Analyst at Wells Fargo Securities, discusses his outlook for the banking sector amid the coronavirus outbreak. He explains why he thinks banks are more resilient than they've been in a decade. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.
Hello Podcast listeners, Today is a very special episode with Winston Justice, Vice President at Bernstein Private Wealth Management. He is co-founder of Elixir Coffee Roasters in Philadelphia which now has 4 locations. Before this he was a portfolio manager for PIA’s Alternative Investment Group and co-founded MJC Capital, an early stage investment vehicle. He also served as Portfolio Manager at Wells Fargo Securities. Winston was an offensive tackle for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos. He earned his MBA from George Washington University and a graduate of USC. In today’s episode we discuss how Covid affects small business and his approach to investing and portfolio management. Enjoy and thanks for the listen!
The U.S. Treasury is auctioning a dizzying amount of bonds to pay for the government’s economic relief efforts. Will the market be able to digest this mountain of supply? Wells Fargo Securities macro strategist Zachary Griffiths discusses. Mentioned in this podcast: Bond Traders Signal the Path to Reopening Will Be Long and Bumpy Kudlow Says China Will Be ‘Held Accountable’ for Coronavirus
If You'd Like To Watch The Intelligent Investing Podcast On YouTube, Click Here. Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Summary In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with Winston Justice, former OT for the Philadelphia Eagles and founder of Elixr Coffee Roasters. By the time Winston graduated, Justice was widely considered one of the best tackles ever to come out of USC, blocking for two future Heisman Trophy winners, Matt Leinart and Reggie Bush. That's what caught the eye of the Eagles. In the ensuing years with the team from 2006-11, he played in 47 games, with 31 starts, and was named to USA Today's 2009 All-Joe Team. Winston now serves as a Vice President in Bernstein's Nashville headquarters, serving as an asset manager to multigenerational families, entrepreneurs, and nonprofits. Winston Justice was drafted by the Philadelphia Eagles under coach Andy Reid in the second round (39th overall pick) of the 2006 NFL Draft. He played college football at USC under coach Pete Carroll. Prior to joining Bernstein in 2019, he was a portfolio manager for PIA's Alternative Investments Group. Earlier, he co-founded MJC Capital, an early-stage investment vehicle, and also served as a portfolio manager for Wells Fargo Securities. He holds a BA in Public Policy from the University of Southern California, an MBA from George Washington University, and the Certified Investment Management Analyst designation from The Yale School of Management. Winston's philanthropic work includes serving on the board of directors for YCAP, Nashville Coaching Coalition, and service efforts with Habitat for Humanity of Collier County, Young Life Naples, and Eagles Fly for Leukemia in Philadelphia. In 2010, he was the recipient of the Walter Payton Philadelphia Man of the Year award. He relocated to Nashville in 2018 with his wife and their three children. Staying In Touch With Eric Schleien Facebook YouTube LinkedIn Twitter Instagram GSCM
In this episode of The Workplace podcast, CalChamber President and CEO Allan Zaremberg and Mark Vitner, managing director and senior economist at Wells Fargo Securities, LLC, discuss the variety of federal COVID-19 loan programs available for businesses of all sizes, and provide tips on how businesses can prepare for the new economic landscape that awaits.
While the bear market in stocks has been alarming, dislocations in the corporate credit markets are arguably more dangerous for the stability of the financial system and the economy. Winifred Cisar, head of credit strategy at Wells Fargo Securities, gives her thoughts on the situation. Mentioned in this podcast: Global Credit Market Turmoil Rips From Australia to U.S. Munis Fed Feels Heat to Pump Out More Loans, Go Past Crisis-Era Rules
New year, new predictions. With 2020 off to the races, projections from strategists across Wall Street are now set in stone. Will market leadership change? Will a correction materialize over the next few months? What are the biggest risks? Chris Harvey, the head of equity strategy at Wells Fargo Securities, gives his view. Mentioned in this podcast: Maybe It’s Time to Start Worrying About Euphoria in U.S. Stocks
Multiple central bank meetings, a trade deal, a U.K. election, impeachment—all in the span of a week. To make sense of it all, Mike Schumacher, the head of rates strategy at Wells Fargo Securities, joins the podcast. Also joining the podcast is Bloomberg News Executive Editor Chris Nagi, who shares his views on the equity market. Mentioned in this podcast: Job-Crusader Powell Signals Long Policy Pause Amid Low Inflation Fed Aims a Half-Trillion Dollar Liquidity Hose at Year-End Risks It Took 13 Years for the Crisis to End in U.S. Financial Stocks
Mark Vitner, senior economist at Wells Fargo Securities, talks about trade optimism and retail sales rebounding. David Kotok, Cumberland Advisors Chief Investment Officer, on stocks trading at record highs. Adam Price, CEO of Waitr Holdings, talks about food delivery services. Matt Robinson of BN on WeWorks.
Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut. Ken Fisher, Founder, Executive Chairman and Co-CIO of Fisher Investments, on how America is getting funded by Europe and Japan. Mark Shafir, Co-Head Global Mergers & Acquisitions at Citigroup, on cross-border mergers falling to a record low in 2019. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations and Senior Advisor at Exante Data, on how Trump's trade wars are impacting the global economy. Hosted by Lisa Abramowicz and Paul Sweeney.
Martin is Founder and CEO of Americord Registry, a company that preserves umbilical cord blood stem cells on behalf of expectant mothers. They ranked for the past three years as one of the fastest growing private companies in the United States. Before founding Americord, Martin was an investment banker in Healthcare and Healthcare Technology at BMO Capital Markets. Martin worked in investment banking at Wells Fargo Securities, and also at American Capital (Private Equity) and NewMarket (Venture Capital). He did work in the healthcare sector as well for Biomet, now Zimmer Biomet. Martin received an MBA from American University and graduated from the University of Maryland with a degree in Biology. Main Topics: Building A Purpose Driven Organization Differentiation & Scaling Becoming A Learning Machine
This week we're talking about the Superwoman Syndrome (so many syndromes)! We had the chance to speak Veronica Flaspoehler, UNC alumna and Vice President of Financial Crimes Risk Management for Latin America and the Caribbean at Wells Fargo Guest Bio Veronica Mora Flaspoehler has eleven years of financial services industry experience and is currently a Vice President and the Chief Anti-Money Laundering Officer for Wells Fargo’s Latin America and Caribbean regions. Her prior experience includes leading efforts to build Wells Fargo’s Wholesale Testing & Validation Program covering regulatory compliance and financial crimes and supporting the creation of compliance oversight programs to address deficiencies identified as a result of the housing market crisis. Additionally, Veronica has been a Compliance Officer for Wells Fargo Securities supporting the origination, underwriting and syndication of investment grade and non-investment grade corporate bonds, and real estate loan syndication. She started her career with Wachovia/Wells Fargo in the Internal Audit Associate Program covering Corporate and Investment Banking. Veronica graduated from the University of North Carolina at Chapel Hill with Bachelor’s degrees in Economics and Public Policy and a minor in Entrepreneurship Studies. Veronica was born in Alajuela, Costa Rica. Veronica and her family moved to the United States when she was four years old. She grew up in Lincolnton, NC. While at UNC, she was Vice President of the Class of 2008 and was involved in the Carolina Hispanics Association (CHispA), now known as Mi Pueblo, Campus Crusade, and was President of the Public Policy Majors Club. Currently she is actively involved in the UNC Board of Visitors, UNC Young Alumni Leadership Council and the Campaign for Carolina’s Diversity Strategy Campaign Committee. Additional Resources Is the "Strong Black Woman" Stereotype Hurting Black Women Sneaky Ways "Superwoman Syndrome" Can Affect Your Health Dr. Taz's Power Type Quiz Forget "Having It All"--Here's How You Can Overcome Superwoman Syndrome This podcast is a creation of the Womxn of Worth Initiative at UNC-Chapel Hill with support from the American Association for University Women (AAUW). This podcast features the song “mountaintops in the sky” by Artificial.Music, available under a Creative Commons Attribution 3.0 Unported license.
This week, Ivy Zelman, CEO of Zelman and Associates, and the author of the Z report, came on to talk about trends in the the housing market and if this year is looking up after a rough 2018. Ryan Selkis, founder and CEO of the cryptocurrency research firm Messari, went through bitcoin's surprise surge and what could be behind it. Mike Mayo, senior analyst at Wells Fargo Securities, joined to discuss why earnings results for banks are boring and beautiful to him, and why it should be another boring quarter for financial institutions. Then Stephen Palley, partner and co-chair of the Blockchain and Virtual Currency group at the law firm of Anderson Kill, came on to walk through the SEC's long-awaited guidance on digital assets and the impact on ICOs.
Topics include: real estate, labor markets, immigration, climate change. Our panelists Sarah House, Wells Fargo Securities, Matt Martin, The Federal Reserve Bank of Richmond, John Connaughton, UNC Charlotte, Doug Woodward, University of South Carolina.
Representative Dave Brat, a Republican from Virginia, says more Americans should raise a ruckus about government spending. Greg Valliere, Horizon Investments' chief global strategist, says Trump's base will continue to hang in there and as long as they do, he's inoculated. Michael Purves, Weeden & Co.'s head of equity and derivatives strategy, says you can expect the VIX to reprice if volatility continues to stay low. Finally, Wells Fargo Securities' Mike Mayo and Mike Schumacher discuss the state of banking on Wall Street and the future of the Federal Reserve. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
What do MBA applicants need to know about MBA careers in investment banking? Darren invites his friend Scott to share his experience, both as an MBA student looking to break into investment banking and as an MBA recruiter for Wells Fargo Securities. Scott has worked in investment banking for 7 years after his MBA – don't miss his hard-earned insights into the industry! This is Part 2 of our MBA Career Series. Looking for more career-related podcasts? Click here. Questions Scott's background (3:40) The 2 paths to entering investment banking (6:46) What do investment bankers do? (8:50) Common roles for recent MBA graduates (10:58) What is the recruiting process? (15:02) Bulge bracket vs. boutique investment banks (24:39) How b-schools help with recruiting (28:40) The Wharton alumni network and how to stay connected (30:10) What investment banks are looking for in new MBA hires (33:00) Interviews and dealing with technical questions (43:20) Scott's recommended resources for interview prep (49:35) The role of office locations and ìcore b-schools in recruiting (51:05) Investment banking opportunities for international students in the US? (59:20) Best part of job? Worst part of job? (1.01:05) Scott's final thoughts on succeeding in investment banking (1.07:25) About Our Guest Scott Dragicevich played professional baseball for the Toronto Blue Jays before going to business school. After getting his MBA from Wharton majoring in Finance and Entrepreneurship, Scott joined Wells Fargo Securities in New York City covering transportation and logistics. He currently works as Vice President - Investment Banking and Capital Markets, for Wells Fargo Securities in Los Angeles. Episode summary, show notes and more at: http://touchmba.com/mba-careers-investment-banking Episode Sponsor Ranked among the top public universities in the US, The Ohio State University Fisher College of Business provides an outstanding MBA experience tailored to your interests and leadership development. Whether switching careers, enhancing a career or starting a business, an MBA from Fisher provides tomorrow's leaders with the knowledge and skills to succeed today. Visit fisher.osu.edu to learn more about Fisher's personalized MBA program and competitive scholarship opportunities.
What do MBA applicants need to know about MBA careers in investment banking? Darren invites his friend Scott to share his experience, both as an MBA student looking to break into investment banking and as an MBA recruiter for Wells Fargo Securities. Scott has worked in investment banking for 7 years after his MBA – don’t miss his hard-earned insights into the industry! This is Part 2 of our MBA Career Series. Looking for more career-related podcasts? Click here. Questions Scott's background (3:40) The 2 paths to entering investment banking (6:46) What do investment bankers do? (8:50) Common roles for recent MBA graduates (10:58) What is the recruiting process? (15:02) Bulge bracket vs. boutique investment banks (24:39) How b-schools help with recruiting (28:40) The Wharton alumni network and how to stay connected (30:10) What investment banks are looking for in new MBA hires (33:00) Interviews and dealing with technical questions (43:20) Scott's recommended resources for interview prep (49:35) The role of office locations and ìcore b-schools in recruiting (51:05) Investment banking opportunities for international students in the US? (59:20) Best part of job? Worst part of job? (1.01:05) Scott's final thoughts on succeeding in investment banking (1.07:25) About Our Guest Scott Dragicevich played professional baseball for the Toronto Blue Jays before going to business school. After getting his MBA from Wharton majoring in Finance and Entrepreneurship, Scott joined Wells Fargo Securities in New York City covering transportation and logistics. He currently works as Vice President - Investment Banking and Capital Markets, for Wells Fargo Securities in Los Angeles. Episode summary, show notes and more at: http://touchmba.com/mba-careers-investment-banking Episode Sponsor Ranked among the top public universities in the US, The Ohio State University Fisher College of Business provides an outstanding MBA experience tailored to your interests and leadership development. Whether switching careers, enhancing a career or starting a business, an MBA from Fisher provides tomorrow’s leaders with the knowledge and skills to succeed today. Visit fisher.osu.edu to learn more about Fisher’s personalized MBA program and competitive scholarship opportunities.
Gary Cohn, the director of the National Economic Council, says the Trump administration is creating a tax plan that encourages Americans to invest in the future of the country. Christopher Giancarlo, chairman of the U.S. Commodity Futures Trading Commission, says the CFTC needs a 12 percent budget increase for more examiners, more economists and more technology. Ken Sena, a senior analyst at Wells Fargo Securities, reveals how his proprietary research into AI could shift the landscape for investors. Representative Tom Reed, a Republican from New York, talks about the proposed tax plan and says we have to reward hard work, not penalize it. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Gary Cohn, the director of the National Economic Council, says the Trump administration is creating a tax plan that encourages Americans to invest in the future of the country. Christopher Giancarlo, chairman of the U.S. Commodity Futures Trading Commission, says the CFTC needs a 12 percent budget increase for more examiners, more economists and more technology. Ken Sena, a senior analyst at Wells Fargo Securities, reveals how his proprietary research into AI could shift the landscape for investors. Representative Tom Reed, a Republican from New York, talks about the proposed tax plan and says we have to reward hard work, not penalize it.
John Silvia, Wells Fargo Securities' chief economist, says fiscal policy structure should the No. 1 priority for Donald Trump. Neil Shearing, chief emerging markets economist at Capital Economics, says the biggest risks to emerging markets next year will be domestic in nature. Finally, John Ryding, a co-founder of RDQ Economics, says we are in a new environment of fiscal stimulus at a time of relatively full employment. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mark Vitner, senior economist at Wells Fargo Securities, on CPI, Fed, and U.S. Eco.
Aug. 26 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Gina Martin Adams, who is a director and senior institutional equity strategist at Wells Fargo Securities, based in New York. She is also a CFA and a CMT. This commentary aired on Bloomberg Radio.u0010u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)
Lawpreneur Radio - A New Practice Built A New Way with Entrepreneurial Attorney Miranda McCroskey
After working for both Wells Fargo Securities and Infolocity in the SF Bay Area and then 12 years at Pacific Group in Orange County as Director of Group Sales, Greg founded IntelliBenefits Insurance Services in 2014. Greg was born in a suburb of Portland, Oregon and went to middle school and high school in the CA Central Valley town of Manteca. He then enrolled in the Haas School of Business at UC Berkeley, majored in Marketing, and graduated in 1999. Greg and his wife Thu make their home in Irvine with their 4-year old daughter.
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