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On this week's episode of "Building the Premier Accounting Firm", your host Roger Knecht sits down with Jesse Rubenfeld, founder of FinOptimal, a company that combines accounting and engineering to offer cost-efficient accounting services that utilize proprietary automation and onshore accountants, as they explore the intersection of accounting, technology, and the future of the accounting profession. Jesse shares his journey into accounting, which began with a background in music. He then dives into the genesis of FinOptimal, sharing how his company helps clients find the best accountants using six key questions. They also discuss the importance of accounting in business, and why it matters more than ever in today's rapidly changing economy. Jesse and Roger discuss how the accounting profession is evolving and why some accountants still fear technology in this rapidly growing and fast-automated profession. Jesse also discusses both the limitations of Quickbooks-integrated apps and the changing role of accountants in future businesses. He also provides valuable insights on the significance of finance automation and its impact on the future of the accounting profession. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jesse Rubenfeld, CPA After growing up in Houston, Jesse Rubenfeld began his career in New York City at the Lime Group of companies doing the books for a variety of companies, gaining experience with non-profit, software industry, hedge fund, and management company accounting. After serving as LimeWire's CFO for his last four years there, he joined the D. E. Shaw Group as the controller of the research division that builds supercomputers to revolutionize drug discovery. From the beginning, Jesse's interest in technology led him to automate financial operations, first with spreadsheets, then Perl, and most recently Python. He founded FinOptimal to help QuickBooks Online-based businesses streamline their financial operations, optimizing value-per-dollar with an outsourced accounting service heavily focused on automation. Jesse has bachelor's degrees from UPENN and Wharton, and an MBA from Columbia, and he lives in Houston with his wife and three children. FinOptimal meets at the intersection of accounting and engineering to provide the most cost-efficient accounting services on the market. Our clients save up to four full-time finance hires compared to competitors and thousands each month by avoiding expensive accounting softwares. That's because we don't just do your accounting, we optimize it using a unique blend of proprietary automation and onshore accountants. We make your accounting systems work with you, not against you. We know your favorite accounting tech tools inside out and how you can do more with them. Imagine better data, increased visibility, and enhanced customization — all from the systems you're using now. It's time to take your accounting to the next level. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Expand the quality accounting services you offer to include CFO and Advisory work. This is a rewarding opportunity to further service your clients and get paid what you are worth. Become a Profit & Growth Expert and apply the Universal Business Builder system with confidence. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
We've been thinking long and hard about community lately, working with the MECLABS SuperFunnel Cohorts (https://meclabs.com/MEC200-RSVP). I'm sure many of you are as well. It is certainly a popular topic right now for marketers.And here's one way I could know our community was working – when we could step back and not solve a community member's problem. When members were helping each other, collaborating, solving each other's problems. Making those valuable connections. That is a key inflection point to me.So when I read this lesson in a recent podcast guest application, it really stuck out to me – “You don't ‘build' community, you ‘facilitate' community.”It's not all about us, right? It's not all about the brand. It's all about them. Joining me for a dynamic discussion to share the lesson behind that story, along with many more lesson-filled stories, is Dr. Marcus Collins, Head of Strategy, Wieden+Kennedy New York (WKNY) (https://www.wk.com/), and Clinical Assistant Professor of Marketing, University of Michigan's Ross School of Business (https://michiganross.umich.edu/).Wieden + Kennedy had $413.5 million in 2021 revenue, according to Campaign.Collins is in charge of the strategy department and leads a team of 70 at WKNY.Listen to our conversation using this embedded player or click through to your preferred audio streaming service using the links below it.Stories (with lessons) about what he made in marketingSome lessons from Collins that emerged in our discussion:Identity is more important than value propositionsYou don't “build" community, you “facilitate” communityWhen people feel seen, they also feel heard.If you have an idea and it's logical but people don't get it, then you're probably on to something even if people make you feel like you're wrongThe most powerful skill you can have is the ability to communicate—clearly and evocativelyExecution without good theory is a practice of luck, not strategyRelated content mentioned in this episodeValue Proposition Definition: Optimize your conversion rate with this powerful question (https://meclabs.com/course/sessions/value-proposition-definition/)PR, Writing, and Marketing Agency Corporate Culture: Think big (podcast episode #49) (https://www.marketingsherpa.com/article/interview/PR)Customer-First Marketing: A conversation with Wharton, MarketingSherpa, and MECLABS Institute (https://sherpablog.marketingsherpa.com/consumer-marketing/wharton-interview-customer-first-marketing/)Evidence-based Marketing: How to overcome the overconfidence bias (https://marketingexperiments.com/conversion-marketing/evidence-based-overconfidence)About this podcastThis podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages (https://meclabs.com/course/) free marketing course.Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application
Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.
Wharton's Eric Bradlow, Shane Jensen, Cade Massey, and Adi Wyner talk about the upcoming NFL Draft, as well as the concept of momentum in professional golf. Hosted on Acast. See acast.com/privacy for more information.
The SVB banking mess complicates the Federal Reserve’s path forward on interest rates — there are concerns about higher rates putting stress on the financial system, but the latest Consumer Price Index shows that inflation is still too high. Jeffrey Cleveland of Payden & Rygel has more. The banking crisis has prompted questions around whether regulators failed to detect — or act upon — red flags in either of the failed banks, explains Wharton professor Peter Conti-Brown. And, last week’s jobs report showed that women are becoming increasingly involved in the labor force after a pandemic-era dip.
Wharton finance professor Itamar Drechsler discusses what led to the collapse of SVB and the questions it raises for banks, depositors and regulators going forward. Hosted on Acast. See acast.com/privacy for more information.
The SVB banking mess complicates the Federal Reserve’s path forward on interest rates — there are concerns about higher rates putting stress on the financial system, but the latest Consumer Price Index shows that inflation is still too high. Jeffrey Cleveland of Payden & Rygel has more. The banking crisis has prompted questions around whether regulators failed to detect — or act upon — red flags in either of the failed banks, explains Wharton professor Peter Conti-Brown. And, last week’s jobs report showed that women are becoming increasingly involved in the labor force after a pandemic-era dip.
In his latest book, “Magic Words,” Wharton marketing professor Jonah Berger teaches readers how they can tweak written and verbal communication to become more persuasive and effective at work and at home. Hosted on Acast. See acast.com/privacy for more information.
Magic Words: What To Say To Get Your Way by Jonah Berger About the Book: New York Times bestselling author Jonah Berger's cutting-edge research reveals how six types of words can increase your impact in every area of life: from persuading others and building stronger relationships to boosting creativity and motivating teams. Almost everything we do involves words. Words are how we persuade, communicate, and connect. They're how leaders lead, salespeople sell, and parents parent. They're how teachers teach, policymakers govern, and doctors explain. Even our private thoughts rely on language. But certain words are more impactful than others. They're better at changing minds, engaging audiences, and driving action. What are these magic words, and how can we take advantage of their power? In Magic Words, internationally bestselling author Jonah Berger gives you an inside look at the new science of language and how you can use it. Technological advances in machine learning, computational linguistics, and natural language processing, combined with the digitization of everything from cover letters to conversations, have yielded unprecedented insights. Learn how salespeople convince clients, lawyers persuade juries, and storytellers captivate audiences; how teachers get kids to help and service representatives increase customer satisfaction; how startup founders secure funding, musicians make hits, and psychologists identified a Shakespearean manuscript without ever reading a play. This book is designed for anyone who wants to increase their impact. It provides a powerful toolkit and actionable techniques that can lead to extraordinary results. Whether you're trying to persuade a client, motivate a team, or get a whole organization to see things differently, this book will show you how to leverage the power of magic words. About the Author: Jonah Berger is a Professor at the Wharton School at the University of Pennsylvania, an internationally bestselling author, and a world-renowned expert on word of mouth, social influence, consumer behavior, and how products, ideas, and behaviors catch on. He has published dozens of articles in top-tier academic journals, teaches Wharton's highest-rated online course, and popular accounts of his work often appear in places like The New York Times, Wall Street Journal, and Harvard Business Review. Over a million copies of his three previous books, Contagious, Invisible Influence, and The Catalyst: How to Change Anyone's Mind are in print in over 35 countries around the world. And, interesting fact – one of his very first jobs was as the Easter bunny at the mall! Click here for this episode's website page with the links mentioned during the interview... https://www.salesartillery.com/marketing-book-podcast/magic-words-jonah-berger
Wharton professors Christian Terwiesch and Karl Ulrich discuss their new book, 'The Innovation Tournament Handbook,' a how-to manual for generating winning ideas and solutions in any organization. Hosted on Acast. See acast.com/privacy for more information.
In this episode, we'll discuss the life and work of Edith Wharton, who was born in 1862 into a tightly controlled society at a time when women were discouraged from achieving anything beyond a proper marriage. Wharton broke through these strictures to become one of America's greatest writers. Author of The Age of Innocence, Ethan [...]
Wharton's Eric Bradlow, Shane Jensen, Cade Massey, and Adi Wyner speak with Soccer Throw-In Coach, Thomas Gronnemark, and Chess Grandmaster and Coach Robert Hess, about niche sports expertise and the analytics within their given sports. Hosted on Acast. See acast.com/privacy for more information.
John A. Byrne speaks with Forte Foundation CEO, Elissa Sangster, in the 3rd episode of this 6 part series. Find out what they have to say about the current state of women in business and how schools can best inspire the next generation of women to pursue graduate management education.
Growing up, he was “the kid with the lemonade stand”, always filling his time with creating business. After graduating from Wharton, he opted to forgo consulting and stick with the entrepreneur lifestyle. He and Sean talk boostrapping and his AI-powered PR business, IntelligentRelations.com
Sergio Rosengaus (Twitter: @sergiorosengaus) es fundador y Presidente Ejecutivo del Consejo de Grupo KIO, empresa líder en Infraestructura de Data Centers y Tecnologías de Información de Misión Crítica. Por favor ayúdame y sigue Cracks Podcast en YouTube aquí."Se un eterno inconforme, no importa en qué, si lo eres vas a ir por más siempre." - Sergio RosengausComparte esta frase en TwitterEste episodio es presentado por Julius Baer, el grupo suizo líder en Wealth Management y por BEEK, la aplicación de audiolibros que te regala 14 días y 40% de descuento en tus primeros 3 meses aquí.Grupo KIO cuenta con más de 20 años de experiencia, la red más grande de data centers en la región, y un grupo de más de 2000 expertos en Tecnologías de Información de última generación en México, Panamá, Guatemala, República Dominicana y España.Actualmente es Consejero Independiente de varias empresas en México. Desde 2016 hasta 2020 se desempeñó como Presidente del Consejo de Endeavor México, organismo que impulsa a los emprendedores de alto impacto, liderando un gran proceso de crecimiento en un periodo de 5 años.Sergio es egresado de Ingeniería Industrial de la Universidad Iberoamericana de la Ciudad de México, cuenta con una Maestría en Finanzas de la Universidad de las Américas y con estudios posteriores en Harvard, Stanford, Wharton y en Singularity University.Hoy Sergio y yo hablamos de inteligencia artificial, de ciberseguridad, el valor de un consejo de administración y la gran oportunidad que existe en el negocio de la infraestructura de datos.Qué puedes aprender hoyCómo proteger tus dispositivos e información contra un ciberataqueEl estado actual de la inteligencia artificialCuando armar un consejo de administración*Este episodio es presentado por por Julius Baer, el grupo suizo líder en Wealth Management con presencia en América Latina.Tomar el control de la empresa familiar es una decisión importante en la vida de cualquier persona. En Julius Baer entienden las complejidades de la sucesión y apoyan a sus clientes y sus familias en el desarrollo de una solución que ayude a garantizar que la empresa siga teniendo éxito por muchas generaciones.Para conectar con los expertos de Julius Baer y discutir cómo pueden ayudarte a navegar el proceso de sucesión en tu empresa, visita el sitio www.juliusbaer.com *Este episodio es presentado por BEEKCon BEEK ya no hay pretextos para no leer. Tienen más de 250,000 títulos, incluyendo el mío y puedes escuchar resúmenes de "best-sellers" en menos de 15 minutos o escuchar el libro completo para nunca dejar de aprender.BEEK te regala 14 días de prueba más tus 3 primeros meses por solo $149 pesos al mes cuando te suscribes al contenido ilimitado de BEEK en cracks.la/beek.Youtube: https://www.youtube.com/crackspodcast*Notas del episodio en:https://cracks.la/217Regístrate para recibir el newsletter Viernes de Cracks cracks.la/viernes.Conferencias y cursos:
We had a recent SuperFunnel LiveClass (https://sherpablog.marketingsherpa.com/website-and-landing-page-design/lpo/), and I was giving conversion optimization advice to a participant – it's live optimization, we see the landing page for a few moments, and then give advice. And the page seemed off to me, so I had specific thoughts on the design and wording and such.And then Flint McGlaughlin went next, and he took a very different approach then I did. He didn't talk about the page, he talked about the entrepreneur behind this page. Why this offer? Why this product? How many books have you read about this topic in the past 24 months?He hit the underlying problem with the landing page. Not what was on it, per se. It's what wasn't beneath it. It didn't tie into the entrepreneur's personal value proposition. This person was not tapping into his passion, he was trying to get an offer out into the world and just make money.Who can blame him, you might say. Isn't that our job?Pushing pixels on a page is not enough – when you don't truly believe in what you're selling, it will hurt your marketing effectiveness. Our latest guest tapped into that caution as well. She said, “If you don't believe in the company or the product, your job as a marketer is going to suck.”So true. And I would add – your marketing is going to suck as well.You can here the story behind that lesson, and many more lesson-filled stories, from Melissa-Ann Chan, Head of Marketing, Arta Finance (https://artafinance.com/).Chan helped take a product from 0 to 100 million users, has worked on many lean teams at Google, and currently works on a team of three, along with a “bunch of contractors,” at the Series A startup.While in stealth mode, Arta Finance raised more than $90 million from Sequoia Capital India, Ribbit Capital, Coatue, and more than 140 tech and finance luminaries.Some lessons from Chan that emerged in our discussion:If you don't believe in the company or the product, your job as a marketer is going to suck. Put the most effort into figuring out what's the magic ‘a-ha!' moment of your customer, and relentlessly drive all your marketing efforts towards that. Putting the user first doesn't always mean doing whatever users want.High-performing teams don't happen serendipitously Creativity and technology is a killer combo Cross-functional Power: Bring together product, engineering, UX, and marketing – and watch the sparks fly – in a good way! Related content mentioned in this episodeContent Marketing: Harvard Business School's Michael Norton discusses surprising consumer behavior research (https://sherpablog.marketingsherpa.com/marketing/content-marketing-consumer-behavior-research/)Customer-First Marketing: A conversation with Wharton, MarketingSherpa, and MECLABS Institute (https://sherpablog.marketingsherpa.com/consumer-marketing/wharton-interview-customer-first-marketing/)Above-the-Fold Psychology: How to optimize the top 4 inches of your webpage (https://meclabs.com/course/sessions/above-the-fold-psychology/)Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application
Andrés Cano desde pequeño se dio cuenta qué el desarrollo de empresas era su propósito de vida. Estudio Emprendimiento y administración de pequeñas empresas en la Suffolk University en Boston, Estados Unidos, para después tomar diversos cursos de Marketing, Analítica y Transformación Digital en Harvard School y Wharton. Inicia su carrera dentro del emprendimiento fundando la aceleradora ACANOF – primera aceleradora de Latinoamérica con un modelo basado en datos, que posteriormente se alía con Startup México, la famosa aceleradora de Marcus Dantus, para fundar así SUM Bogotá.Hoy es cofundador y CEO de PYGMA, una aceleradora de startups latinoamericanas en etapa temprana. Pygma nace como una fusión entre Buildup Camp, una aceleradora enfocada en producto y UX para startups europeas, y la ya mencionada Acanof. Pygma trabaja mediante el modelo “continuos co-building innovation”. Metodología que aprovecha la colaboración y la innovación para desarrollar emprendimientos exitosos. De esta manera, ayuda a las startups a convertirse en empresas competitivas en el mercado, capaces de generar un impacto positivo en la industria. En julio 2022, Pygma compró Scala, un fondo de Venture Capital con más de 12 inversiones en Latinoamérica.Andrés ha sido fundador de una aceleradora dos veces, con lo que queda clara su pasión por llevar a cabo la misión de formar a la siguiente generación de fundadores de startups a través de la educación. Además, ha acelerado más de 190 startups en 14 países de Latinoamérica, ayudándolas a validar sus ideas, a crecer de forma sostenida y a recaudar más de 15 millones de dólares.Recuerda que ahora puedes escuchar Cuentos Corporativos en vivo. Estamos en RADIOMEX los martes y jueves a las 8 pm de la CDMX.Síguenos en:www.cuentoscorporativos.com Newsletter. Escribe una ReseñaEncuesta Audiencia Nuestras redes sociales:Facebook Instagram. LinkedinTwitter Hosted on Acast. See acast.com/privacy for more information.
Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.
Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.
Most crypto enthusiasts pride themselves on being tech visionaries. After all, they were among the first to back innovative blockchain technologies and even embrace Web3 and NFTs. Now there's a new innovation that's captured the public imagination, and it's getting a lot of buzz in the crypto world too. It's ChatGPT. Late last year, OpenAI's new chatbot sparked a conversation about the future of artificial intelligence. People on the internet were going CRAZY about its ability to craft human-like responses and even ace an exam from Wharton. Ever since, AI-linked crypto tokens have been on a rapid rise. At one point in early February, tokens from decentralized AI companies like SingularityNet and SingularityDAO soared over the span of just a couple of days. But as the fervor grows, so do concerns. And some industry insiders are warning investors against being too bullish. So, what exactly are AI tokens and how can they shape the industry? Bloomberg's Hannah Miller joins this episode. Subscribe to the Bloomberg Crypto Newsletter at https://bloom.bg/cryptonewsletter See omnystudio.com/listener for privacy information.
Paul Bodine, one of the world's most experienced admissions consultants and president of Admitify, shares how he helps clients with seemingly par-for-the-course profiles discover their game-changing assets. How does Paul help his clients dig deep to unearth their most remarkable stories? How does he advise his clients to present these stories? If you feel like your profile is nothing special, you are most likely mistaken - even the most common profiles have parts which are uncommon. Sixty percent of Admitify's MBA clients gain admission or interview invitations at Stanford, Wharton and Harvard, and Admitify's clients win over $2M in scholarships each year. Listen on to learn Paul's process for identifying your game-changing differentiators. About Paul Admitify's president, Paul Bodine, is among the world's most experienced admissions consultants. A graduate of University of Chicago and Johns Hopkins University, Paul is the author of 6 books on admissions including the best-selling Great Applications for Business School, Perfect Phrases for Business School Acceptance, and Perfect Phrases for Letters of Recommendation (McGraw-Hill). Paul was recognized in Poets & Quants Admissions Coach Hall of Fame in 2021 for his 5 consecutive years on the Best Consultant list. He was one of only three consultants who made every single ranking since the inaugural list of the Top 10 in 2017. He is also ranked as a Top 10 Consultant With The Most Positive Client Reviews Over Time. Paul's Admitify team has over 140 years of collective admissions consulting experience with more than 2,000 admitted clients. Paul has been quoted in such publications as the Wall Street Journal, Financial Times, Bloomberg Businessweek, Money magazine, U.S. News & World Report, and Poets & Quants, Topics Introducing Paul Bodine & Admitify (0:00) Finding Your Game-Changing Assets (4:30) Which Differentiators Should You Present? (11:35) Case-Studies of Digging Deeper to Find Unusual and Remarkable Stories (17:20) Presenting Your Remarkable Stories in Essays (23:05) Learn More About Paul Bodine & Admitify Admitify - Mention TOUCH MBA to get $300 off First-school package, and then $250 off each additional school for multiple school packages OR $100 off 5-hour packages and $150 off 10-hour packages Episode write-up and links: https://touchmba.com/admitify Get free, personalized school selection help at Touch MBA: https://touchmba.com
Wharton's Eric Bradlow, Shane Jensen, Cade Massey, and Adi Wyner speak with Todd Steussie, former NFL player and data scientist at UniGroup, about NFL player matchups, statistical metrics, and the NFL Combine. Hosted on Acast. See acast.com/privacy for more information.
It can be tempting to think one thing causes another because they happen in succession, but there's a lot to unwrap in the idea of causality. In this episode of All Else Equal: Making Better Decisions, hosts and finance professors Jonathan Berk and Jules van Binsbergen explain the difference between correlation and causality, and examine cases where it is tempting to assume one thing caused another, but the reality is quite different or even the opposite. They then discuss with Guido Imbens (Nobel Prize Winner and a chaired professor in Economics at the Stanford Graduate School of Business) the revolution in empirical work in economics that he helped start. All Else Equal: Making Better Decisions Podcast is a production of Stanford Graduate School of Business and is produced by University FM.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tom discusses the 2nd part of the planning process for business owners which is missingIn most businesses. It's the “DESIGNED PLAN”, OR what Tom calls his GWT Business Plan. Most business owners' initial plan is the “Action Plan”. This is the plan that gets their product or service to market to create cash flow and profits. It's the exciting plan, a plan that most entrepreneurs love. However, the planning process which makes the business grow and profitable, along with other factors such as time freedom, great wealth, and expansion is basically left to chance. This is the Detail Plan, or GWT Business Plan. Learn about this planning system to help you implement another part of your planning that will determine the future of your business' success. Tom Perrone, CLU, CIC, Author, Podcast Host, and President New England Consulting Group of Guilford, Inc.Helping business owners have awareness and avoid costly mistakes! 203 530 6615www.bpbpgrp.comwww.yourbusinessworth.com tperrone@necgginc.com
Wharton's Eric Bradlow, Shane Jensen, Cade Massey, and Adi Wyner speak with Seth Walder, writer at ESPN, about NFL QB and position player evaluation. Hosted on Acast. See acast.com/privacy for more information.
Wharton's Eric Bradlow, Shane Jensen, Cade Massey, and Adi Wyner speak with Eric Eager, VP of Research & Development at SumerSports, about the NFL Conference Championship games, the Super Bowl, and NFL coaching strategies. Hosted on Acast. See acast.com/privacy for more information.
Wharton's Eric Bradlow, Shane Jensen, Cade Massey, and Adi Wyner speak with Josh Hermsmeyer, writer at FiveThirtyEight, about football analytics, the concept of momentum, the NFL Draft, and the cross-section of analytics and team culture. Hosted on Acast. See acast.com/privacy for more information.
Wharton's Eric Bradlow, Shane Jensen, Cade Massey, and Adi Wyner talk about the new rules in MLB including: larger bases, limited pick-off attempts, limited hitter timeouts, and limiting defensive shifts. Hosted on Acast. See acast.com/privacy for more information.
Diane Tarshis is the founder of Startup Distillery, where she provides one-on-one startup consulting and business planning to new (and new-ish) entrepreneurs who are experts in what they do but have never built a business before. In today's episode of Smashing the Plateau, you will learn how entrepreneurs who are experts in what they do but have never built a business before, can get the clarity and guidance they need to build a sustainably profitable business, get funded, and fast-track success. Diane and I discuss: Why she focuses on startups [02:20] How to overcome the fear factor and think big enough [07:12] Why building sustainability in record time is so important [11:31] Why thinking about your financial structure makes a huge difference [17:16] Business success for solopreneur consultants [20:04] Diane's experience with the Smashing the Plateau Community [27:34] Diane's background includes a Wharton degree as well as a broad corporate background that includes a stint on Wall Street as well as manufacturing, operations and retail, all of which informs the work that she does. Learn more about Diane at https://startupdistillery.com. Schedule a conversation with Diane at https://startupdistillery.com/calendar. Thank you to our sponsor: The Smashing the Plateau Community
In this replay, Erika talks with Anthony Penna, a fellow SBC admissions consultant who spent 10 years with the Wharton School in Career Management and as Associate Director of Admissions for the full-time MBA program. As Anthony served on the implementation and design team for Wharton's Team Based Discussion (TBD) interview format, this episode focuses on his insight advice for MBA candidates who will be interviewing with Wharton.
Target Market Insights: Multifamily Real Estate Marketing Tips
James Nelson is the Principal and Head of Avison Young's Tri-State Investment Sales group in New York City. During his 25-year career, Nelson has sold more than 500 properties and loans totaling over $5 billion. His accolades include being named Commercial Observer's Power 100, CoStar's Power Broker, and receiving the Deal of the Year award by REBNY. Nelson hosts “The Insider's Edge to Real Estate Investing” podcast. He is also the author of "The Insider's Edge to Real Estate Investing" and regularly lectures at Columbia, Fordham, NYU, Wharton, and his alma mater Colgate. We talked to James about ethics involved in being a broker and an investor, cultivating broker relationships, and his book “The Insider's Edge to Real Estate Investing”. Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit! [00:01] Opening Segment James talks about his background; He talks about his brokerage and investing businesses. [05:17] Balancing Being a Broker & an Investor Ethics involved in being a broker and investor; Cultivating broker relationships; Some of the mistakes new investors make; [17:05] What to look for in a deal; James talks about his book “The Insider's Edge to Real Estate Investing”; Who's the book for; What to look for in a deal; Seller financing; Announcement: Download Our Sample Deal and Join Our Mailing List [27:37] Round of Insights Apparent Failure: Not finding a trusted partner in his first incredible opportunity. Digital Resource: Reonome Most Recommended Book: Knowing isn't Doing Daily Habit: Consistency #1 Insight for Succeeding as a Multifamily Investing: Have great people. Best Place to Grab a Bite in New York: Any spot in Bleeker Street, Nougatine Contact James: Learn more at jamesnelson.com. Click here to listen to James' podcast. You can get his book by clicking here. Listen to Rod Santomassimo's episode with John here. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
In Episode 1 of The Diversity Dimension Podcast Series, brought to you by GMAC, John A. Byrne speaks with Binnu Palta Hill, Chief Diversity, Equity, and Inclusion Officer at the Wisconsin School of Business. This insightful conversation covers how research from neuroscience, psychology, sociology and business illustrates how DEI benefits individuals and organizations.
This episode of the Clear Admit podcast kicks off with a discussion about the flurry of activity on MBA LiveWire, which includes a good volume of interview invites (UPenn / Wharton added to the numbers this week), as well as a few waitlist admits. Alex and Graham then had a decent discussion regarding the Financial Times's 2023 MBA Global rankings. Three basic themes were discussed: Columbia's first #1 place, Wharton's absence, and your hosts' overall dislike of ordinal rankings (and the additional issues of trying to merge global programs into a single ranking). Graham highlighted two pieces from the Clear Admit site - a Valentine's Day piece that focused on the issues of applying to business school as a couple, and an interview tip that highlights the five most common questions in an MBA admissions interview. We then discussed London Business School's Class of 2022 employment report. They have a lower starting salary than their peer programs in the U.S., and it appears that more graduates are finding work in the U.K. rather than the wider Europe, which is likely a Brexit effect. That all said, LBS does very well with recruiters at leading companies like McKinsey, Bain and BCG. Finally, Graham highlighted an event we are hosting this Wednesday with current students at top programs including Berkeley / Haas, Chicago / Booth and SMU / Cox. Sign up here: https://bit.ly/rhstudentslive This episode features three candidate reviews, taken from three ApplyWire entries: The first candidate has a really interesting background in media and entertainment. They have a strong GPA from "HYP" (Harvard, Yale or Princeton) and are seeking an MBA to transition to consulting (in the short term). They are targeting next season, and Alex and Graham think if they really do well on the GMAT and show decent quant skills overall, they should be aiming high. Alex and Graham also point out that Wharton is notably absent from their target list of programs. This week's second candidate graduated from Penn State with a 3.21. They have a GRE of 322, so both numbers fall a little below the median for the target programs they've selected. They have completed the CFA, and appear to have strong work experience, so Alex and Graham are hoping for some interview invites. Because they might want to target Denver post MBA, we discussed the importance of identifying programs that have a decent network in Denver. This week's final candidate is an M&A lawyer in India. They are targeting next season, and are looking at top European-based MBA programs. They seek to transition to VC/PE, which may be a tough pivot, especially if looking at one year programs. Alex and Graham stress the importance of acing the GMAT, showing strong quantitative scores, and applying in the first rounds. This candidate should be aiming high. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us!
The highest-performing employees know when to speak and when to stay quiet, according to new research from Wharton's Michael Parke that looks at how employees engage in “strategic silence.” Hosted on Acast. See acast.com/privacy for more information.
Decentralized autonomous organizations -- DAOs -- hold much promise, but practitioners and governments must be aware of risks, says Wharton's Kevin Werbach, co-author of a DAO Toolkit that was released at this year's World Economic Forum. Hosted on Acast. See acast.com/privacy for more information.
What is the best medium for communicating with consumers? It depends on the content, according to the latest research from Wharton marketing professor Jonah Berger. Hosted on Acast. See acast.com/privacy for more information.
Tarang Gupta hosts David Yang, Partner at Activant Capital, a global investment firm that partners with high-growth companies that are transforming commerce. In this episode you will hear about - Escape velocity and hyper growth from an investor's point of view - What David enjoys about his role as an investor - How Activant thinks about selecting companies to invest in - Segments within fintech are going to boom And much more! About David Yang David joined Activant in February 2021, and brings nearly fifteen years of tech investment experience across private and public markets. He helps lead the firm's investment committee and focuses primarily on e-commerce, logistics, and B2C fintech. Prior to joining the firm, David built his investing career at TA Associates, Warburg Pincus, and Access Industries. He received his undergraduate degrees from Wharton and an MBA from Stanford Graduate School of Business. About Activant Capital Founded in 2015, Activant Capital is a global investment firm with offices in Greenwich, New York, Berlin, and Cape Town and $1.5 billion in assets under management. Activant believes in supporting relentless entrepreneurs who are transforming industries. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100
Are you frustrated with working virtually with your teams? What would you tell those that blame the system for their burnout? What does leadership really means to your daily work? What does being more human mean? How can it benefit you, your career and others? In this special panel episode of the Creator Community with 3 Doctors and now authors, we explore humanism and how we can bring more of it to our lives and positively impact those in our lives. We will never live in a world without stress, systems, or people. It is the attitude we take in viewing these elements that make the difference in how we live each day. When we see the world as a place of discovery and learning, we connect more deeply with others and ultimately become more human. Key Points: Leadership is not about the leaders, it is about the people you lead. Humanize the process and reconnect with yourself and others to bring out the best in everyone. Goals start your journey, grit is required for the journey, and growth is the result of your journey. The future of the workplace isn't just technology. The future of the workplace is being a better human. Author Bios Dr. Miriam Zylberglait Lisigurski (Dr. Z) is a triple Board Certified Physician in Internal Medicine, Geriatrics, and Obesity Medicine with extensive clinical and academic experience. Dr. Z is interested in the areas of well-being, burnout, mental health, and leadership development. She completed a fellowship in Leadership Education and Development (AAMC), certification as Mental Health Ally, and training as Physician Wellness Advocate. Dr. Z has been recognized for multiple achievements, including Mentor of the Year (AMWA 2021) and American College of Physicians Young Achiever (2017). Originally from Peru, Dr. Z has two awesome sons, a caring husband, and a supportive family. Her dream is to help others achieve lives full of joy, meaning, and well-being. Dr. Xinjin Zhao spent over thirty years as a global business executive with various leadership roles around the world. Educated at MIT and Wharton, he has always had the curiosity to try, the passion to learn, and the willingness to share. Xinjin maintains a weekly LinkedIn leadership blog with over 280K subscribers around the world. His interests include reading, photography, and marathon running. Jennie Byrne, MD, PhD is the founder and CEO of Constellation PLLC and the Chief Patient Officer at Belong Health. She has been called a “Triple Threat” because of her work as a physician leader, a healthcare executive, and as an entrepreneur. She is a brain and behavior specialist with extensive training and experience in psychiatry, psychotherapy, and neuroscience. Dr. Byrne is a relentless optimist and believes that if we challenge our outdated assumptions, we can all work smarter.