Podcast appearances and mentions of wells fargo securities

The traders react to Nvidia's milestone AI partnership with top financial institutions totaling half a trillion dollars. What CEOs from all the companies involved had to say about the deal in a CNBC roundtable today. Plus guest trader Mike Schumacher, formerly of Wells Fargo Securities, makes the case that Federal Reserve Chairman Kevin Warsh could be far more hawkish on interest rates than the market thinks. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Description:  In this podcast episode, be sure to listen to Bill Levinson as he hosts Michael Tobitsch, Executive Vice President & Head of Corporate Development at AmeriLife. Bill and Mike break down not only what it takes to succeed with selling insurance, but also the tools needed for agents to successfully scale their business.Learn various strategies used by other agents and agencies to enhance their value and create long term growth opportunities. There is no time like the present to begin your succession planning and create a lasting legacy that could positively impact future generations for years to come. "This isn't about changing what you do. It's about getting more out of what you've already built." Michael's Bio:  As AmeriLife's Executive Vice President and Head of Corporate Development, Michael Tobitsch spearheads AmeriLife's growth strategy and leads its mergers and acquisitions and partnership integration efforts. Previously, Michael served as a Managing Director at Marsh McLennan, where he managed a team of investment professionals who together deployed over $1 billion annually into global acquisitions across the insurance, investment management and advisory industries. Michael began his career as an investment banker at Wells Fargo Securities. Michael holds a B.S. from Boston University's Questrom School of Business with a concentration in finance and accounting. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates TikTok: Levinson&Associates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

From co-managing the Odwalla IPO at Van Kasper & Company to raising $100 million with Lehman Brothers for a Pacific Northwest workers comp captive when insurance was unavailable at any price, David Horwich shares why thinking like a buyer, understanding the three ways to grow a business, and building optionality matter more than chasing any specific exit. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with David Horwich, the founder of Horwich Strategic Advisors (HSA) in Los Angeles. David spent 13 years at Van Kasper & Company before its 1999 sale, retired from banking in 2010, and spent nearly nine years at GHJ before spinning out his own firm about a year ago. Across his four decade career he has been exposed to somewhere between 5,000 and 5,500 companies. WHAT YOU'LL LEARN: Why running a market check with five investment banking firms and five private equity groups produces a real world valuation, how the three ways to grow apply to almost any company, and why selling new stuff to existing customers is by far the easiest path. David also shares how the workers comp captive he raised $100 million for is still operating today. DAVID'S JOURNEY: After economics at UC San Diego and an MBA at Berkeley, David spent five years at a transportation equipment leasing business in San Francisco. He then joined Bruce Emeluth as the first hire at Van Kasper & Company, where he stayed 13 years and chaired the firm's fairness opinion committee. Van Kasper was sold in 1999 to a bank out of Salt Lake City that Wells Fargo later acquired, making the group the first incarnation of Wells Fargo Securities in the fall of 2000. David left in 2003, retired from banking in 2010, spent nearly nine years at GHJ, and spun out Horwich Strategic Advisors about a year ago. KEY INSIGHTS: Not all revenue is created equal. Repeatable revenue beats one-off revenue. Higher margin beats lower margin. Revenue that requires no working capital beats revenue that ties it up. Most owners street fight for the next million dollars of revenue without asking whether it is good revenue or bad. There are three ways to grow a business and the second is easiest by far. Sell what you have to more customers. Sell new stuff to existing customers. Sell new stuff to new customers. David is emphatic that you should almost never attempt the third. Existing customers have already crossed the Rubicon with you, so every cost is lower. Build optionality before you build an exit plan. Before running any analysis for owners unsure what to do, David sends them to their investment advisor to get their financial goals clear first. Then he outlines every alternative. Keep it. Sell it. Recapitalize it. Gift some but not all. The toolkit is small, but choosing well requires clarity first. Perfect for privately held business owners who want to know what their company is actually worth, entrepreneurs weighing whether to buy or build, and leaders in a transition moment who need optionality before an exit. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/davidhorwich FOR MORE ON DAVID HORWICH: Website: https://horwichadvisors.com LinkedIn: https://www.linkedin.com/in/david-horwich-9317b56/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00:00] - Introduction and overview [00:02:42] - Chairman's bag carrier and the waste coal project in Hardin, Montana[00:06:22] - Joining Bruce Emeluth as first hire at Van Kasper & Company [00:11:52] - The Odwalla IPO at $8 a share and the E. coli tragedy [00:24:11] - Exposure to somewhere between 5,000 and 5,500 companies [00:35:26] - The market check and the four questions [00:48:00] - The $100 million workers comp captive with Lehman Brothers[00:50:41] - What freedom means to David Guest Bio David Horwich is the founder of Horwich Strategic Advisors (HSA), a Los Angeles based firm focused on maximizing the value of privately held businesses. He runs market checks that produce real world valuations, builds strategic growth plans, and helps owners think like buyers before any transaction. He has been exposed to somewhere between 5,000 and 5,500 companies across his four decade career. After economics at UC San Diego and an MBA at Berkeley, David spent five years at a transportation equipment leasing business in San Francisco before joining Bruce Emeluth as the first hire at Van Kasper & Company, where he stayed 13 years. Van Kasper was sold in 1999 and became the first incarnation of Wells Fargo Securities in the fall of 2000. David retired from banking in 2010, spent nearly nine years at GHJ, and spun out his own practice about a year ago. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 330 - Pete Mohr: Building an exit-ready business and understanding what your company is actually worth Episode 332 - John Martinka: Exit with style, grace, and more money Episode 293 - Sunny Vanderbeck: Long horizon value creation and building businesses that deserve to last Episode 350 - Tom Dillon: Capital strategy, alternative funding sources, and when not to take venture money Social Media Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow David Horwich: Website: https://horwichadvisors.com LinkedIn: https://www.linkedin.com/in/david-horwich-9317b56/ Keywords/Tags investment banking, growth consulting, exit planning, market check, three ways to grow a business, think like a buyer, enterprise value, middle market M&A, Van Kasper & Company, Odwalla IPO, private equity, capital raising, business valuation, optionality, strategic growth planning, buy versus build, workers comp captive, privately held businesses, Los Angeles M&A advisor, deal-driven growth

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on Sept 28th & 29th? Visit: https://www.10xvets.com/events ____ Pat O'Boyle is the Chief Compliance Officer at Glen Eagle Advisors and a member of the leadership team behind Alooola, a technology-driven financial planning and investment platform. In addition to overseeing regulatory compliance, he supports business development and helps drive the growth of Aloooa's advisory and retirement planning services, including its expanding 401(k) platform for business owners. A graduate of the U.S. Naval Academy, Pat served as a Marine Corps infantry officer with 7th Marines and completed two deployments to the Middle East. After transitioning from military service, he built experience across investment banking, fintech, and wealth management through roles at Wells Fargo Securities, EquitiesEnd, and CBIZ before joining Glen Eagle Advisors to help scale Alooola's technology-first approach to financial planning.   In this episode of the SABM podcast, Scott chats with Pat about: From the Marine Corps to Financial Services: How military leadership, investment banking, and startup experience ultimately led to helping build a technology driven planning platform. Creating Alooola's Hybrid Approach: Combining personalized financial advice with a mobile-first experience that keeps advisors accessible to clients. Helping Businesses Reduce 401(k) Costs: Helping business owners uncover hidden retirement plan fees while improving retirement plan offerings. How Technology Enhances the Advisor Relationship: Using technology to simplify investment management and create more meaningful client conversations. Building the Future of Financial Planning: Bringing investing, retirement planning, tax strategy, insurance, and advisor support into one platform. Timestamps: 01:13 Marine Corps to Finance 02:10 Wells Fargo and COVID Markets 04:27 Startup Culture Shift 05:51 Joining Gleneagle and Alooola 09:06 Alooola App Overview 12:40 Why Build the App 14:57 Advisors Using the Platform 18:19 Building with AI and Compliance 21:49 Goals for 2026 and Beyond 25:08 Who They Help Most   Connect with Pat: LinkedIn | Pat O'Boyle poboyle@gleneagleadv.com  www.gleneagleadv.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today.   Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review!   A special thank you to Pat for joining me this week. Until next time! -Scott Mackes, USNA '01  

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jonathan Weiss, former CEO of Corporate and Investment Bank at Wells Fargo, and former MD of JPMorgan Chase, to reflect on leadership, trust, and ethics across a 45-year career in finance. From his unlikely start as a romance languages major to leading a $20B business, Weiss shares lessons on building ethical cultures, leading through influence, and navigating shifting political and market dynamics. He offers candid insights on rebuilding institutional trust, fostering transparency, and prioritizing customers' best interests, not just avoiding harm. Listeners will learn how humility, emotional intelligence, and consistent values shape resilient leadership and sustainable success. Whether you're early in your career or leading teams at scale, this conversation offers deep insights into balancing performance with integrity in today's financial world.Meet Jonathan Weiss:Jonathan Weiss is the former CEO of Wells Fargo Corporate & Investment Banking, where he led a $20 billion revenue business before retiring in June 2025 after two decades with the firm. Over his 45-year career, he also headed Wells Fargo's Wealth & Investment Management and Wells Fargo Securities divisions, following 25 years at J.P. Morgan and its predecessors. A Princeton graduate in Romance Languages, Weiss is recognised for his ethical leadership and service on boards including Youth I.N.C., the Lawrenceville School, and the National Humanities Center.

Wells Fargo Securities Head of US Large-Cap Bank Research Mike Mayo talks to Bloomberg's Scarlet Fu about how Bank of America must show investors how it plans to boost returns and selectively take on more risk.See omnystudio.com/listener for privacy information.

In this episode, we speak with Kirk Konert, Managing Partner at AE Industrial Partners—a private investment firm with $7.2 billion in assets under management, focused on specialized sectors including national security, aerospace, and industrial services. Since its founding in 1998, AEI has completed more than 140 investments in market-leading companies, leveraging deep industry expertise, operational experience, and a broad network across its core sectors. Kirk joined AEI in 2014 and is primarily responsible for sourcing, executing, and managing the firm's portfolio investments. Prior to AEI, he held roles at Sun Capital Partners and was a member of Wells Fargo Securities' Industrials Group.  AE Industrial Partners was recently recognized by GrowthCap as a Top Private Equity Firm of 2025. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

As most Wall Street forecasters rushed to downgrade their stock-market outlooks during April’s chaotic selloff, Morgan Stanley’s Mike Wilson and former Wells Fargo Securities strategist Chris Harvey stuck to their bullish outlooks, which have so far turned out to be the right call. Wilson speaks with Bloomberg's Lisa Mateo on Bloomberg Daybreak. See omnystudio.com/listener for privacy information.

Welcome back to the Alt Goes Mainstream podcast.Today's podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families' wealth.We sit down with former NFL and USC star Winston Justice, whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successful and impactful career in wealth management. He was recently named CEO at SageSpring Private Wealth, a $7B independent wealth management firm, as they look to grow organically and inorganically and expand their offerings in private markets for their clients.A former NFL offensive lineman, Winston played for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos from 2006 to 2015. He also co-founded an early stage investment vehicle, MJC Capital, and Elixr, a gourmet café and coffee roastery, while he was playing. He also won 2010 Walter Payton Philadelphia Man of the Year Award for his community service.He transitioned into financial services and wealth management post-career, starting at Wells Fargo Securities, where he specialized in institutional and family office advisory. He then was a portfolio manager at PIA's Alternative Investment Group, and then an investment Manager at AllianceBernstein.Winston and I had a fascinating conversation. We discussed:The parallels between sports and finance.How Winston navigated the transition from professional athlete to a finance professional.What stoked his entrepreneurial spirit.Why wealth management is so critical to people's lives. Why culture fit is so important when integrating advisors into wealth management platforms through acquisition.How private markets can add to an advisor's practice.Thanks Winston for coming on the show to share your story, wisdom, and expertise.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:04 Our Sponsor, Juniper Square: Revolutionizing Fund Management00:30 Empowering GPS with Juniper Square00:38 Juniper Square's AI Innovation00:51 Scaling Your Business with Juniper Square01:37 Welcome to the Alt Goes Mainstream Podcast01:40 Introducing Winston Justice03:35 Winston's Background and Early Life03:49 College Years and Initial Business Ventures03:59 Realization and Transition to Finance04:10 Starting a VC Fund and Coffee Shops04:31 Transitioning from NFL to Finance05:04 Winston's Career at Wells Fargo and Beyond05:17 Immersing in Wealth Management07:01 The Sacredness of Financial Management07:50 Importance of Wealth Management08:04 Private Markets in Wealth Management08:19 Early Lessons in Wealth Management09:10 Transferring Values and Knowledge09:32 Managing Assets Beyond Numbers10:19 Combining Finance and Mission12:11 Mentoring Advisors at SageSpring12:43 Skill Sets for SageSpring Advisors12:51 Client Focus and Community Leadership14:01 Balancing Client Delivery and Business Growth14:56 Impact of Growing AUM16:10 Testing Advisors' Commitment16:55 Business Constructs in Wealth Management17:43 Division of Labor in Wealth Management18:52 SageSpring's Unique Approach19:53 Client Understanding of Fiduciary Role20:41 Trust in Financial Services21:17 Sophistication in Choosing Investment Partners21:57 Role of Relationship in Financial Services22:30 Evaluating Investment Opportunities23:44 Partnership with Dynasty Financial24:43 Customizing Investment Solutions26:44 Educating Wealth Managers on Private Markets27:00 Benefits of Alternatives in Portfolios30:48 Effective Storytelling in Investments32:13 Future of Wealth Management Industry33:08 Client and Advisor Service in Wealth Management34:55 Favorite Private Markets Investment37:18 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

Hotel Mars focused on Firefly Aerospace, a Texas-based company developing launch vehicles and spacecraft for lunar and Earth orbit missions. Despite financial challenges, Firefly has achieved significant milestones, including landing the first private lander on the Moon under NASA's CLPS program. The company has recently filed for an IPO to raise funds for debt repayment and expansion, with backing from major investment banks.Doug discussed the Firefly Aerospace IPO filing to raise $101 milion. He said they plan to allocate raised funds towards paying off their $173.6 million debt and funding expansion. Doug noted that the company will continue development of their three rockets: Alpha, Eclipse, and the upgraded Antares booster, also to adapt their orbital transfer vehicle for an orbital mapping system to map the moon for future development.In response to a question from John, I mentioned the Firefly nvestment banks, Goldman Sachs, JP Morgan, Jeffries, Wells Fargo Securities, Morgan Stanley, Deutsche Bank Securities, Cantor, Roth Capital Partners, and Academy Securities. This is an impressive list companies behind Firefly Aerospace's IPO.Doug told John that Firefly Aerospace will proceed with launches from the Mid-Atlantic Regional Spaceport and the Space Center in Sweden. I also mentioned that Firefly Aerospace continues working on fulfilling their $1.1 billion worth of backlogged orders.In summary, this Hotel Mars program discussed Firefly Aerospace, a Texas-based company developing launch vehicles and spacecraft for lunar and Earth orbit missions. He noted that Firefly recently filed for an IPO to raise $100 million, primarily to pay down debt of $73.6 million and fund expansion. Despite losing $60 million in the first quarter and $231 million last year, Firefly has secured contracts and achieved a significant milestone by landing the first private lander on the Moon under NASA's CLPS program. The company is backed by major investment banks like Goldman Sachs and JP Morgan for its IPO, which could be approved this year or early next year, pending SEC review.Special thanks to our sponsors:Northrup Grumman, American Institute of Aeronautics and Astronautics, Helix Space in Luxembourg, Celestis Memorial Spaceflights, Astrox Corporation, Dr. Haym Benaroya of Rutgers University, The Space Settlement Progress Blog by John Jossy, The Atlantis Project, and Artless EntertainmentOur Toll Free Line for Live Broadcasts: 1-866-687-7223For real time program participation, email Dr. Space at: drspace@thespaceshow.comThe Space Show is a non-profit 501C3 through its parent, One Giant Leap Foundation, Inc. To donate via Pay Pal, use:To donate with Zelle, use the email address: david@onegiantleapfoundation.org.If you prefer donating with a check, please make the check payable to One Giant Leap Foundation and mail to:One Giant Leap Foundation, 11035 Lavender Hill Drive Ste. 160-306 Las Vegas, NV 89135Upcoming Programs:Broadcast 4404: Rand Simberg | Sunday 20 Jul 2025 1200PM PTGuests: Rand SimbergRand speaks on this important and memorable day in historyLive Streaming is at https://www.thespaceshow.com/content/listen-live with the following live streaming sites:Stream Guys https://player.streamguys.com/thespaceshow/sgplayer3/player.php#FastServhttps://ic2646c302.fastserv.com/stream Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe

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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.

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.

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!

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

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

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