Podcast appearances and mentions of William Blair

William Blair macro analyst Richard de Chazal breaks down a wild month of macroeconomic news, focusing on the impact of President Trump's tariff policies on the global economy, equity and bond markets, consumer confidence and corporate inventory strategies. Richard also shares his firsthand experience of Spain's recent power outage and its unexpected lessons. *Recorded April 30, 2025

Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and operates with over a $17 billion market cap. It has continuously evolved the straightforward model of selling tools to specialists, like mechanics, into a durable business model while carving out a leadership position in the professional tools market. My guest is Matt Fleming, portfolio manager at William Blair. Matt gets into what makes Snap-on stand out, the early days of tool innovation, the relationship-focused sales team built around a franchise model, and a financing program that dates back to the very early days. If you've only lived in the world of DeWalt tools, you'll have some fun learning about the professional world through Snap-On. Please enjoy this breakdown of Snap-on.  Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:22) Understanding Snap-on's Market and Customers (00:06:19) Snap-on's Rich History and Evolution (00:15:03) The Financial Dynamics of Snap-On's Franchise Model (00:19:42) Snap-on's Competitive Edge and Innovation (00:22:32) Snap-on's Financial Model and Growth Drivers (00:24:28) Breakdown of Tool Industry Segments (00:25:39) Challenges in the Evolving Auto Repair Market (00:28:38) Historical Performance During Economic Downturns (00:30:25) Margin and Cash Flow Analysis (00:34:16) Capital Allocation and Risk Management (00:41:41) Valuation and Market Comparisons (00:44:58) Key Lessons from Snap-on

William Blair biotech analysts Matt Phipps and Andy Hsieh discuss Andy's innovative scoring system for evaluating investigational agents in obesity treatment. This system, highlighted in Andy's report “Shaping the Future: Innovations and Trends in Obesity Treatment,” considers both weight loss and gastrointestinal side effects to provide a more comprehensive clinical assessment. Tune in to hear their insights on the future of obesity therapies, upcoming industry catalysts, and more.

William Blair macro analyst Richard de Chazal discusses the juxtaposition between weak consumer sentiment and solid economic data, exploring whether a recession is imminent and the implications of shifting inflation regimes, fiscal policy dominance, and ongoing tariff uncertainty.

Delve into William Blair's latest generative AI report, “Navigating the Boom: Confronting GenAI's Most Pressing Questions.” Featuring insights from technology analysts Jason Ader, Arjun Bhatia, and Sebastien Naji, this episode explores the current state of AI, industry trends, and the future of AI development.

Tony Frascotti, head of private shares trading at William Blair, discusses the latest trends, challenges, and opportunities in the private shares market, delving into the impact of macroeconomic factors, the influence of AI on investment strategies, and the resurgence of the crypto market. Tony also provides insights into the current state of late-stage investments, the role of data in driving market decisions, and the evolving landscape of private shares trading.

Crowdstrike (CRWD) shares fall after issuing disappointing guidance. Despite beating on its 4Q report, the company's earnings estimates for the year ahead underwhelmed investors. Meanwhile, Palantir (PLTR) is on the move after an upgrade at William Blair. And, Arista Networks (ANET) also catches an upgrade to a Buy rating from UBS. Tom White has this morning's movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Palantir (PLTR) has fallen 30% from all-time highs, but Rick Ducat says shares are leveling off around the $84 level calling it a "key level to watch." Following an upgrade from William Blair, Tom White discusses a bullish example options strategy for the A.I. software stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Abercrombie & Fitch (ANF) plunged 15% as tariff concerns plague its outlook. Palantir (PLTR) got an upgrade to market perform from underperform by William Blair. Arista Networks (ANET) has a new bull in UBS after the firm upgraded its rating to buy from neutral. Diane King Hall takes a closer look at the morning's biggest movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Kevin Hincks looks at a pair of A.I. theme stocks in Palantir (PLTR) and Supermicro (SMCI). Shares of PLTR have fallen more than 30% since hitting all-time highs, but did get an upgrade from William Blair. Meanwhile, SMCI reverses its post-earnings gains. Kevin has example options trades for both PLTR and SMCI.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

George Tsilis highlights Palantir (PLTR) following an upgrade from William Blair. He looks at the company's current contractual obligations with the U.S. government as well as potential growth catalysts in other areas of the economy. George then constructs an example options trade with a neutral to bullish strategy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

William Blair macro analyst Richard de Chazal reflects on February's economic narratives, including the impact of noisy data, government spending cuts, climate change, mass deportations, recent inflation data, and the evolving nature of inflation on future monetary policy decisions. *Recorded February 25, 2025

Gold prices hold near record highs as trade war fears and inflation risks drive safe-haven demand. And some on Wall Street reckon gold prices may yet be headed higher. Some say prices may even reach above the key 3,000 dollar level next month. So can it? Can $3,000 be the next target? On Wealth Tracker, Hongbin Jeong speaks to Alexandra Symeonidi, corporate credit analyst on William Blair’s emerging markets debt (EMD) team, to find out more.See omnystudio.com/listener for privacy information.

William Blair global services analyst Andrew Nicholas, CPA, discusses findings from his team's extensive inaugural survey of accounting services executives, covering industry dynamics such as organic revenue growth, technology use, and M&A trends.

President Trump has been on a staff cutting rampage since taking office, and this weekend, the hammer came down on an undisclosed number of FDA employees. The firings—which reportedly affected staffers within the FDA's centers for food, medical devices and tobacco products—came days after Robert F. Kennedy Jr. was confirmed as HHS secretary.One space that could have an ally in RFK Jr. is psychedelic therapies, which the new HHS boss has accused the FDA of “suppressing,” along with stem cell therapies. On the flip side, Kennedy is a well-known vaccine critic, though his confirmation didn't affect the approvals of a pair of vaccines—one for GSK's meningococcal shot and another for Bavarian Nordic's chikungunya jab.One notable vaccine maker, however, is struggling. Moderna reported Q4 and 2024 earnings last week, revealing full-year revenue of just over $3 billion—less than half of the nearly $7 billion the company brought in the year before. Adding insult to financial injury, Moderna is also laying off around 50 employees on its digital team.Moderna isn't the only company facing challenges. Several biopharmas, including Merck, Regeneron and Bristol Myers Squibb are facing patent headwinds that, according to William Blair, are the strongest they've been in nearly 15 years. It's also a difficult climate in which to stay alive as a biotech, to which the 13 bankruptcies in 2024 can attest.Finally, BioSpace launched a new NextGen podcast series this week, in which senior editor Annalee Armstrong speaks with execs from four of our NextGen Class of 2025 companies—starting with COUR Pharmaceuticals.

In the first Monthly Macro episode of 2025, William Blair macro analyst Richard de Chazal recounts the numerous events that have shaped the economic landscape since the start of the year, exploring the implications of recent executive policies, the Fed's decision to hold rates steady, the unusual behavior of Treasury yields, and what these developments mean for the economy as we move further into 2025.

William Blair equity research analyst Maggie Nolan dives into the latest trends in IT services, exploring the impact of generative AI, data infrastructure, and political influences on the industry.

Ryan Daniels, William Blair group head of the healthcare technology and services research sector, discusses the latest trends in the digital healthcare marketplace, focusing on consumer-facing solutions, the rise and fall of digital health companies, and the evolving investment landscape.

William Blair macro analyst Richard de Chazal looks back at the economic highlights of 2024 and shares his insights and predictions for the U.S. economy in 2025, emphasizing resilience, consumer strength, and potential risks ahead.

Elements of the new Trump administration are coming into focus as announcements of key healthcare appointments and nominations provide indications for what the market can expect starting in January. To dissect the impact these changes might have, Wall Street Analyst Jeff Garro joined Keith Figlioli to wrap up a four-part series of episodes on election implications. Previous episodes featured conversations with JP Morgan's Lisa Gill, Canaccord Genuity's Richard Close, and Maverick Health Policy's Julie Barnes.Jeff Garro is Managing Director and an equity research analyst covering Healthcare IT for Stephens, a family of privately held, independent financial services firms founded in 1933 that's focused on building value for companies, state and local governments, institutions and high-net-worth investors. Prior to joining Stephens in September 2022 Jeff held research analyst roles at Piper Sandler and William Blair.During this conversation, Jeff discussed the policy changes and broader market signals he's watching to advise clients on investments in the healthcare IT market. Some of the topics he discussed with Keith include:Balance in management teams. When discussing elements he looks for in a good investment, Jeff talked about the lessons he's learned evaluating management teams. He says companies need leaders that are great storytellers who can convey their vision and bring more investors under the tent. But cautions to stay vigilant for executives who might believe in their own narrative a little too much and in turn, don't implement the right sets of checks and balances within their organization.Predictions by payer type. One way Jeff is assessing the market in light of pending regulatory and policy changes is by breaking it down by payer type. For example, he expects minimal change in employer-sponsored coverage and a more favorable environment for Medicare Advantage, when comparing the first Trump term to the last few years of the Biden administration. He says Medicaid markets will be harder to predict because potential for decreased federal funding could create market pressures, but could also create opportunities where technology can help. Lastly, he's considering the individual market and the potential for ACA subsidies to not be renewed.Public vs. private markets. While Jeff's primary role is analyzing public markets, he talked about how essential it is to understand innovation and activity occurring in private markets so he can ask the right questions and avoid being blindsided as new companies and technologies evolve. He also discussed the different mentalities of public versus private investors, and how those in private markets generally have the ability to be more patient – an advantage as we're waiting for the new administration's nominees to be appointed and confirmed.The post-COVID reset. There are a lot of problems to solve in healthcare – as there always have been – but Jeff also believes there are a lot of good companies, both public and private, positioned to solve them. He sees a favorable backdrop for healthcare investors following the challenging environment from the global pandemic, and is hopeful that the market has hit a reset from a performance perspective. He sees a shift from “growth at all costs” to a more reasonable approach to sustainable growth and healthy profit margins.To hear Jeff and Keith discuss these topics and more, listen to this episode of Healthcare is Hard: A

William Blair macro analyst Richard de Chazal and consumer analyst Dylan Carden delve into the implications of the recent U.S. election results on tariffs, the specialty retail sector, and broader economic trends. *Recorded November 21, 2024

Rizwan Mahmood⁠, Head of Sales at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Yvette Babb, local and hard currency portfolio manager at William Blair. Together, they unpack sovereign restructurings in Zambia and Ghana, and share updated insights on Nigeria, Kenya and Egypt. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠– the single point of entry to EM research and data. Edited and produced by⁠⁠ Jamieson Blake. Artwork by ⁠⁠⁠Kristian Klamar⁠⁠⁠. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

William Blair macro analyst Richard de Chazal discusses the latest economic trends, including third-quarter earnings, rising Treasury yields, and the impact of recent Fed rate cuts. He also delves into consumer sentiment and the paradox of strong retail sales amid a “vibecession.”

Jason Ader, co-group head of William Blair's technology, media, and communications research sector, interviews Sebastien Naji, an equity research associate specializing in semiconductors and infrastructure systems, on their team's latest report, “From Chips to Systems: How AI Is Revolutionizing Compute and Infrastructure,” which explores the shift from serial to parallel computing, the rise of AI accelerators, and the evolving landscape of semiconductor companies.

Fresh from InsurTech Connect 2024, where the industry gathered to discuss insurance innovation's past, present, and future, host Joshua R. Hollander brings you a special episode revisiting our three most downloaded episodes of the last year: Tom Wilde, CEO of Indico - At the forefront of bringing AI and automation to insurance workflows Suri Bhavan, Partner at William Blair - A leading investment banker tracking where money is flowing in insurtech Michael Nadel, Senior Director at Simon-Kutcher & Partners - A strategic consultant helping companies price and scale their solutions While these leaders view the industry through different lenses, they align on several key points: Insurance is only in the "third inning" of digital transformation Data is becoming the key differentiator in insurance, but most companies struggle to utilize it effectively The industry needs to balance innovation with practical implementation They also offer contrasting perspectives on critical issues: The readiness of AI for insurance (Wilde argues it's ready now, while others suggest a more measured approach) The future of insurance distribution (differing views on the role of traditional channels versus digital-first approaches) How to prioritize innovation investments (varying perspectives on what should come first: customer experience, middle office, or core systems) Key Insights: The evolution of AI in insurance, from mobile transformation to middle-office automation The role of deep learning and large language models in handling unstructured data Challenges in integrating new technologies into legacy systems and how to overcome them The importance of pricing strategy and market entry for insurtech startups The intersection of Insurtech and Fintech: automating payments, claims processing, and beyond The role of data in shaping the future of cyber insurance and climate risk management Key Topics Covered: [00:05] Intelligent intake challenges in insurance operations  [03:42] Evolution from PDF scraping to AI-driven processing  [07:12] The role of generative AI in insurance  [10:18] Investment trends in insurtech  [14:08] Insurtech-fintech convergence  [15:21] Data's role in new insurance products  [17:03] Tech-enabled MGAs and market evolution  [18:40] State of insurance digitization  [21:06] Growth strategy pillars  [23:03] Insurance pricing considerations  [27:07] Market entry strategies  Notable Quotes: "In insurance, data has always been king. But today, the challenge is turning unstructured data into fuel for decision-making." - Tom Wilde "The big breakthrough in AI is its ability to handle context. That's why large language models are changing the game." - Tom Wilde "I think by and large, digitization is still in the third inning for most carriers... When you get to life with annuities, that's probably first inning in terms of actual digitization." - Suri Bhavan "We're just starting to see the convergence of Insurtech and Fintech, especially in areas like payments and claims automation." - Suri Bhavan "Pricing is really just a measure of value, the same way that a foot is a measure of distance. When you're pricing your products, it's really all about what the customer values in this product and matching that value to the price relationship." - Michael Nadel "If you're leaving pricing to chance, you're leaving money on the table." - Michael Nadel About Our Guests: Tom Wilde: CEO of Indico, Tom has over 25 years of experience in solving complex digital content problems and is an expert in applying AI and machine learning to insurance workflows. Suri Bhavan: A partner at William Blair, Suri focuses on technology companies operating in the insurtech space, advising them on mergers, acquisitions, and public offerings. Michael Nadel: Senior Director at Simon-Kutcher & Partners. Michael specializes in growth strategies and pricing for insurance carriers and insurtech firms.   Resources: Tom Wilde https://www.linkedin.com/in/tomwilde/ https://www.linkedin.com/company/indico-data-solutions/  Suri Bhavan https://www.linkedin.com/in/bhavan-suri-074113/ https://www.linkedin.com/company/william-blair-company/  Michael Nadel  https://www.linkedin.com/in/michael-nadel-13656123/  https://www.linkedin.com/company/simon-kucher/  Josh Hollander https://www.linkedin.com/in/joshuarhollander/ https://www.horton-usa.com/ https://www.linkedin.com/showcase/insurtech-leadership-show/ https://www.insurtechassociation.org/ https://innsure.org/ 

Hosted by Michelle Martin, this episode dives into the evolving landscape of emerging market debt with Johnny Chen, Portfolio Manager of Emerging Markets Debt at William Blair. Will we see a stronger second half performance in emerging market debt as global liquidity conditions improve? Chen highlights the key macro drivers and opportunities. Tune in to explore the impacts of China's fiscal measures, fluctuations in the Chinese Yuan, and India's INR bond inclusion, opportunities in Pakistan and Sri Lanka.See omnystudio.com/listener for privacy information.

Elastic (ESTC) got an upgrade to Outperform from Market Perform by William Blair. The cloud stock may not have as much milage as competitors like Broadcom (AVGO) and Datadog (DDOG), but George Tsilis highlights what could make this a valuable trade for investors. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

William Blair technology analyst Dylan Becker joins Adam Klauber, group head of the financial services and technology research sector, to discuss highlights from the seventh annual William Blair Insurance, Banking, and Wealth Technology Conference. They delve into key trends in the insurance technology space, including labor constraints, legacy modernization, and the integration of AI infrastructure.

In this episode of Careers in Finance on FinPod, we talk to Alex Yuditski, a growth investor at Bessemer Venture Partners. Starting with a pivot in college from history to economics, Alex's path led her from investment banking at Regions Bank and William Blair to working on pre-IPO growth equity deals at Blue Owl Capital. Now at one of the top venture firms globally, Alex focuses on Series B and beyond, with a special interest in the role of AI in finance.Alex emphasizes the importance of embracing curiosity, taking risks, and navigating unexpected career shifts. She offers insights on her transition from finance to tech-focused investment roles, highlighting how each stage of her journey provided valuable experience and growth. Tune in for practical advice and reflections from Alex's career in finance. 

William Blair macro analyst Richard de Chazal discusses the Federal Reserve's 50-basis-point rate cut and its implications for future monetary policy. He also explores the factors behind this decision, the muted impact of the recent tightening cycle, and what it all means for the economy moving forward.

William Blair consumer sector analyst Phillip Blee joins William Blair Thinking Presents to explore the volatile demand for furniture and home improvement projects over the past four years and provide insights into the industry's 2024 outlook, including key themes such as the housing market, deflation, rising ocean freight costs and long-term growth potential.

Following the COVID-19 pandemic, the behavioral healthcare industry has experienced an unprecedented surge in the need for innovation, increased access to care, and demand for services. In this episode of the William Blair Thinking Presents podcast, Ryan Daniels, CFA, partner, and group head of William Blair's healthcare technology and services sector, discusses how long-term investments in cutting-edge healthcare technology solutions can effectively address these growing needs.

William Blair macro analyst Richard de Chazal digs into myriad macroeconomic and market-related events from the past month, including ongoing market volatility, second-quarter earnings season, the intensifying presidential election, and Fed Chair Jerome Powell's pivotal Jackson Hole speech.

A strong session for stocks after strong consumer data and results from Walmart – we have you covered on this rally. Bespoke's Paul Hickey and Citi's Scott Chronert break it all down. Former Saks CEO gives his take on the spending levels and what's ahead for the consumer. William Blair's Jed Dorsheimer breaks down AMAT earnings. Plus, our Pippa Stevens is in Georgia at the first built-from-scratch nuclear reactors in 30 years, reporting on what's next before PSEG CEO Ralph Larossa talks his company's plants and what's going to power growth for the utility giant. 

Shoot us a Text.Its the last day of the month, and we're wishing all of you a successful day! Today, we're flashing back to the very first automotive ad, then bringing it back to the present state of Carvana's continued rise, an awkward recall involving Tesla hoods and Mazda's new logo.Show Notes with linksOn July 30th in 1898, the weekly journal Scientific American introduced the world's first car ad, courtesy of Cleveland's Winton Motor Carriage Company. The ad boldly proclaimed, “Dispense with a horse and save the expense, care, and anxiety of keeping it. To run a motor carriage costs about ½ cent a mile.”This pitch marked a shift from horse-drawn carriages to the dawn of automotive travel. Alexander Winton's brainchild promised a future of motoring convenience and ignited public curiosity, leading to a surge in orders and ultimately reshaping transportation history.Online used-vehicle retailer Carvana is expected to report a significant year-over-year increase in sales for the second quarter, with results anticipated post-market close on July 31.Carvana sold 91,878 used vehicles in Q1 2024, up 16% year-over-year.Analysts predict Q2 sales will surpass last year's 76,530 vehicles, with a potential 3% quarter-over-quarter growth, with William Blair analyst Sharon Zackfia adjusting her Q2 sales estimate to 98,900 vehicles.Increased inventory (+15%) and site traffic (+16%) are positive indicators.BTIG analyst Marvin Fong praises Carvana's business model, setting a share price target at $155.“While there's no way around the fact Carvana trades at a premium to most e-commerce and auto-related stocks, we believe [Carvana's] vertically integrated and in-sourced business model is simply a better mousetrap in an enormous automotive retail market that shouldn't be overlooked,” Fong noted.Tesla is recalling approximately 1,849,638 vehicles due to a software glitch affecting the hood latch assembly, impacting the 2021-2024 Model 3, Model S, Model X, and 2020-2024 Model Y.NHTSA warns the software may fail to detect an unlatched hood, potentially causing it to open and obstruct the driver's view, increasing crash risk.Tesla has issued a free OTA software update to fix the issue without requiring physical visits to service centers.Mazda appears to be the latest brand to flatten its logo, removing its previous texture and identity, as indicated by a recent trademark filing in Japan, which shows a new, streamlined design.The new logo retains the familiar shape and downward "M" within a circular emblem, used since 1997.The simplified logo was previously seen on the Arata SUV concept at Auto China 2024, and its uncertain if the new logo will appear on future Mazda models in the US.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

William Blair group head of global services, Tim Mulrooney follows up on his last episode about the PFAS market to detail how the recent Supreme Court ruling known as Loper Bright could have far-reaching implications on all types of regulations, including environmental ones like PFAS.

Kristina Blaschek, is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre.  Kristina starts our conversation describing her education and what drew her to the world of finance. We hear about her early career pivots and how she was handpicked to lead the Business and Technology function and how she grew in to this new role. We share a vignette about the leadership at William Blair – in particular Stephanie Braming – who featured in an earlier podcast in this series in March 2022 - see https://www.fiftyfaceshub.com/129-stephanie-braming-of-william-blair-on-critical-thinking-and-transforming-recruitment/ and the power of engaged and generous leadership and what a gift this can be. We turn then to discussing the challenges of technology today – touching on AI and how this will transform our industry as well as the priorities on her mind in this role.  We end with a reflection on D&I, as well as on the values that have driven Kristina to always be learning and growing throughout her career.  This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clients' capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the world's largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.

In this episode of William Blair Thinking Presents, Tim Mulrooney, William Blair's group head of global services, provides insight into the recent EPA rulings on PFAS compounds, exploring their impact on public water utilities and the broader implications for industries nationwide. He also discusses the expected surge in demand for PFAS advisory, testing, and remediation services, and examines the technologies poised to address the issue.

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path. We start with asking about the arc of the investment world, then look to the evolution of private wealth and what matters, we talk about the development of institutional portfolios and how our work is changing, even though certain areas remain overlooked. Guest descriptions: Keri Findley, who is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance.  She was previously a partner at Third Point. Tony Dote, who just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years. He started his career in insurance and then investment consulting. Jai Jacob, who recently ended a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM.  Penny Green who is finally retiring from the investment industry at the end of the month following an over 30-year career.   Jennifer Devine, who is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. Kristina Blaschek, who is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre. Jessica Karr, who is the founder and managing director of Coyote Ventures, an investment firm that focuses on backing founders who are solving problems that disproportionately affect overlooked populations with a foundation in women's health.  Ghiané Jones, who is Deputy CIO at the Teachers' Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managping Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and Northern Trust, and as a Regional Consultant at Goldman Sachs. Marguerita Cheng, is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls on the Run, where she is a Soulmate. She is a podcast host – of Margaritas with Rita, where she shares financial literacy and financial planning advice. Cary Carbonaro, who is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia. 

Macro analyst Richard de Chazal walks through highlights from William Blair's 44th Annual Growth Stock Conference and explains how the event provides a window into the state of the U.S. consumer. He also dissects the latest macro data, including CPI and PPI releases, the FOMC meeting, and the impact of the European elections on the global macro landscape.

If you missed this year's Aesthetic Innovation Summit in Vancouver, this is your chance to tap in and hear from some of the speakers and attendees that were present. AIS is THE forum where the minds that are shaping tomorrow's aesthetic industry meet each year for a look ahead. Dive in with us as Dr. Grant Stevens provides the latest on the beauty business through a series of rapid-fire interviews with aesthetic leaders and founders. Featuring Sean Shapiro of Medshift, Taylor Harris of Cutera, Dr. Johnny Franco, Mark Kavulich of Athyrium Capital, Tim Lugo of William Blair, Dr. Mark Epstein, Philippe Schaison, Laura Ellis & Dave Heagy of LevEllis, Murray Jensen of Ethica CRO, and Paul Herchman of GetHairMD.00:00:00 Intro00:01:20 Taylor Harris00:12:51 Dr. Mark D. Epstein00:27:28 Dr. Laura Ellis00:34:29 Murray Jensen00:39:27 Mark Kavulich00:43:32 Philippe Schaison00:48:53 Sean Shapiro00:53:37 Dave Heagy00:56:50 Dr. Johnny Franco01:00:32 Paul Herchman01:06:58 Tim Lugo» Apple Podcasts | https://podcasts.apple.com/us/podcast/technology-of-beauty/id1510898426» Spotify | https://open.spotify.com/show/0hEIiwccpZUUHuMhlyCOAm» Recent episodes | https://www.influxmarketing.com/technology-of-beauty/» Instagram | https://www.instagram.com/thetechnologyofbeauty/» LinkedIn | https://www.linkedin.com/company/the-technology-of-beauty/The Technology of Beauty is produced by Influx Marketing, The Digital Agency for Aesthetic Practices. https://www.influxmarketing.com/Want more aesthetic insights? Subscribe to Next Level Practices, the show where we discuss the ever-changing world of digital marketing and patient acquisition and bring you the latest ideas, strategies, and tactics to help you take your practice to the next level. https://www.influxmarketing.com/next-level-practices/

Join hosts Pat and Konch on the Dakota Fundraising News Podcast as they dive into recent job changes, advisor activity, and institutional investment updates. This episode unpacks key job transitions, including Alex Sawabini's move from Cambridge Associates to BCG, John Patterson's new role at Wilshire Associates, and Scott Chan's appointment as CIO of CalSTRS. Learn about William Blair's expansion in Philadelphia with the acquisition of Fernberger Wealth Management and LPL's addition of two advisors from Cetera, boosting their managed assets significantly. Our institutional coverage highlights significant investment actions and upcoming searches at various pension systems, including the Boston Retirement System's plans for a Private Equity & International Small Cap manager search, and notable commitments by the Santa Barbara County Employees' Retirement System in alternative funds.

Welcome to the ‘Crack The MBA' show. My name is Nupur Gupta, and I am your host. Our guest today is Suyog Karnawat who graduated with an MBA degree from Wharton in 2019. Suyog holds a BTech degree in Electronics and Telecommunications from College of Engineering Pune. Post college, Suyog worked with Credit Suisse as a Software Engineer, and as Product Manager in Pune and London. During this time, Suyog also pursued and received a CFA charter. At Wharton, Suyog was a writer with Wharton Follies and involved with the Tech and Data clubs. Suyog pursued a tech investment banking internship with William Blair in the bay area. Post-MBA, Suyog joined AWS as a Sr. Product Manager, and then transitioned to Twitch, eventually joining Google where he is leading a team of PMs owning the merchant vertical at YouTube shopping.     00:00:00         Episode Highlights 00:00:41          Introduction 00:01:32          Fun Fact 00:02:13          Winning Habits & Influences 00:05:39         Experience Working with CTM 00:07:34         Wharton Essays 00:08:34         Wharton's Evaluation Criteria 00:10:32          Wharton India Fellowship 00:12:01          Wharton's Unique Identity 00:14:21          Life in Philly 00:18:23          Star Professors & Popular Courses 00:23:05         Academic Resources for Techies 00:24:22         Wharton Follies 00:28:13          Wharton Leadership Ventures 00:29:59         I-Banking Internship Recruiting 00:33:02         Tech Banking Internship Experience 00:34:00         Full-Time Job Search in Big Tech 00:38:20         Major Tech Employers 00:39:00         MBA Career Management Office 00:41:04          Product Management Interview Prep 00:45:58         Current Recruiting Environment in Tech 00:47:15          Reflection on Wharton Experience 00:48:39         Navigating Post-MBA Job Shifts 00:53:35         Day in Life as Product Lead at Google     00:56:03         Life in Seattle 01:00:26          Student Loan Repayment 01:01:42          Is an American MBA Still Worth it? 01:05:02          Parting Advice     Thank you for watching!   —   Nupur Gupta is the founder of Crack The MBA (https://crackthemba.com), India's leading MBA admissions consulting firm. Every year, Crack The MBA's clients attend ivy league, M7 and other top MBA programs globally. Nupur is a graduate of the full-time MBA program at The Wharton School. She has been recognized by Economic Times among the 'Most Promising Women Leaders', by Business Insider among the 'World's Leading Admissions Consultants', along with other honors. Nupur served two terms as president and two terms on the board of the Association of International Graduate Admissions Consultants (AIGAC) - the primary industry association in MBA admissions.   Follow Nupur and ‘Crack The MBA' on our social media platforms for more updates: https://www.linkedin.com/in/nupurgupt/ https://www.facebook.com/CrackTheMBA/ https://www.instagram.com/crackthemba/   Disclaimer: The opinions shared by guests in this video in no way, shape or form represent advisory provided by Crack The MBA. Each candidate's circumstances may vary, and our advice is always provided specifically based on an applicant's specific profile.

William Blair tech analyst Jake Roberge joins the show to discuss the observability and AIOps software markets, including the increasingly important role these platforms are playing for businesses of all sizes, why they are gaining momentum over legacy monitoring tools, and some of the key trends he's seeing in the market.

Eve Ellis (Vice President, the Matterhorn Group, William Blair) has received numerous awards, both for her work as a top wealth advisor and for her leadership in promoting equity and empowerment in financial services and beyond.In a new episode of Head to Head, Eve joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what it means to be “passionate about fairness,” why she advises young professionals to “work where you're valued” and how she helps clients build wealth while changing the world for the better. “If you think about when you build a portfolio, everybody always asks about risk tolerance. They want the portfolio to represent who the client is in terms of risk. And we're saying we want the portfolio to represent who you are in terms of you. We want that portfolio focused on what your values are and who you are.”–Eve Ellis

Dr. Tyler Evans researching Dr. BlairDr. Tyler Evans has been digging deep into the personal and professional history of Dr. William Blair, the developer of the Blair Upper Cervical Technique. Major sources in his research has been ancestry.com and newspapers.comDr. Blair grew up in Yale, Oklahoma, the son of an insurance salesman and postmaster. In his teens, his life was massively inhibited by severe asthma to the point that he was told he wouldn't live past his teenage years. A young woman named Beatrice saved his life by referring him to an Upper Cervical Doctor. William Blair found relief and enrolled in Palmer College of Chiropractic during a time when there was lots of research and development of chiropractic techniques.Some of the topics covered in this episode include:Why Dr. Blair ended up in Lubbock, TX.How his upbringing influenced his career.Dr. Blair's time at Palmer College; his exposure to research and technique development, as well as his own chiropractic care by Dr. Lyle Sherman.The significance of Dr. Blair's spinograhic research; using 2-D x-ray technology to see 3-D. Our modern technology proves his discoveries.Discovering malformations and asymmetry and why that has helped so many people.Why studying history is important to modern science and better patient outcomes.Relevant episodes mentioned in this interview:The benefits to 3-D CBCT imaging and what it can do for you with Chris Thornburgh and Lori CrowderTo contact Ruth:806-747-2735 https://www.blairclinic.comruth@blairclinic.comhttps://www.facebook.com/rutelin

Bhavan Suri is Managing Director at William Blair, an advisory services firm that helps companies including insurtechs to secure growth liquidity and financing.  Its team of technology bankers has deep ties to the insurtech sector with more than $20 billion in capital raised across 50 M&A and capital markets transactions. Bhavan worked for several tech companies including Elytics and Answerthink and has developed a deep understanding for the industry forces shaping the tech market. He now focuses on advising technology companies that operate in the Insurtech space. Some of the companies he advised include Guidewire, Duckcreek, CCCS, Intelligent Solutions, and Sapiens. Bhavan talks through straight-through-processing, the key domains and verticals in the insurance space today, and how they stack up on digitalization. His insights dive into combining business and technology into new offerings, how to work with IP ownership and developer teams, and proving out new market opportunities.  Follow the Insurtech Leadership Podcast airing weekly hosted by Joshua R. Hollander. We give you up-close access and personal insights from the leaders of the fastest-growing #insurtechs and most innovative #insurance carriers and brokers.

The U.S. and UK have launched a series of airstrikes against Houthi military targets in Yemen. RBC Capital Markets' Helima Croft explains. Plus, some of the country's largest banks report earnings today. Argus Research's Stephen Biggar discusses. And, Taiwan is holding presidential and parliamentary elections tomorrow. William Blair's Vivian Lin Thurston tees up the events.

John Rogers isn't just a successful investor; he's an industry titan. As the founder of a reputable investment firm, he's made a name for himself with his contrarian value investing strategies. But he's not just a practitioner; he's an educator, avidly reading and contributing to seminal works in investment literature. John's journey began with an early fascination for finance from his youthful days. A Princeton alumnus, he entered the turbulent waters of the stock market and turned a calamity—the infamous crash of 1987—into a career-defining opportunity. In today's episode, John joins us to discuss his formative experiences, the philosophical underpinning of his investment strategy, and the importance of thinking long-term. We also delve into his roles on various corporate boards, where he weighs in on 401k plans, corporate governance, the pivotal role of diversity in creating equal opportunities for minority businesses, and so much more!     Key Topics: An overview of John's professional background (2:15) John's journey from William Blair to founding Ariel Investments (07:42) The 1987 market crash as a turning point for Ariel's value investing approach (10:04) John's philosophy on patient, research-heavy, value-based investing (13:07) How longevity in markets solidified John's faith in efficiency (19:15) The mechanics of idea generation at Ariel Investments (23:30) Ariel's methodology for dissecting investment errors (29:53) Drawing teamwork and pressure-handling lessons from Coach Krill (35:20) How board experience informs his investing (37:47) John's focus on value investing and cautious approach to buybacks (42:20) Why John is optimistic about The Sphere in Las Vegas and Adelum (46:18) John's fulfillment from social engagement and its business impact (50:18) What keeps John up at night and excited about the future (55:48) John's book recommendations (57:41) And much more!   Mentioned in this Episode: Turn Every Page: The Adventures of Robert Caro and Robert Gottlieb Jonathan Eig | King: A Life Morgan Housel | The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness Thanks for Listening!   Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu.   Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

In addition to the tragic loss of lives in the Maui wildfire, residents and insurance companies are assessing property losses which are currently coming in at about $3.2 billion. But it won't just be Maui residents paying for this fire. Insurance companies will be raising rates for everyone to help cover their losses.   Hi, I'm Kathy Fettke and this is Real Estate News for Investors. If you like our podcast, please subscribe and leave us a review.   As reported by Barron's, insurance companies won't have any problem paying claims for fire losses in Maui. The U.S. property and casualty industry is well-capitalized with about $980 billion at the end of last year. That's according to the Insurance Information Institute. The Institute's Janet Ruiz told Barron's: “The Hawaii insurance market is stable. Insurance companies are prepared to handle catastrophes.”   Property Insurance Rates    But analysts and industry experts say insurance companies are already raising rates as natural disasters cause more and more damage across the U.S. and the Maui wildfire will only reinforce this trend. Insurance companies will raise rates based on what they expect to pay out in the next few years.   The National Interagency Fire Center says an average of 4.4 million acres have been burned by wildfires in the U.S. each year for the past decade. Currently, the average cost of homeowners' insurance is about $1,700 a year or about 10% more than it was just one year ago.   Scaling Back Insurance Coverage   In addition to raising rates, insurance companies have also been scaling back coverage in areas they see as the riskiest. State Farm and Allstate have stopped selling new policies in California. Farmers Insurance is also restricting coverage in California and Florida.   Analyst Adam Klauber at William Blair told Barron's: “We'll continue to see more geographic restrictions and nonrenewals.” That's expected to push those consumers into the surplus market for coverage, which will cost more and cover less.   Families Without Property Insurance   There's also another side to the devastating impact of the Maui fire. Many of the residents live in homes that have been in their families for generations. If they are fully paid for without a mortgage, there's no home insurance requirement. News reports say that many of the victims are working class families who may not have splurged on home insurance, and for people without any insurance, rebuilding could be difficult or even impossible.   What was already a difficult housing shortage before the fire, it is now much worse. Demand has increased for homes in Maui as remote workers expand their horizons, and pay cash for homes on the island paradise. Short-term rentals have also reduced the supply of affordable homes. That's left many working class families renting homes or sharing homes with extended family members. And it's these folks who are crucial to Maui's tourism industry.   High Cost of Living   It's not cheap to live in Hawaii. Many products like food and building materials need to be imported, and that makes them more expensive. And there will be a huge need for rebuilding. Maui officials say the fire damaged or destroyed almost 3,000 structures.   But before that happens, displaced residents need to find a place to stay. The Washington Post reports that a local Realtors association is hoping to get many of those people into vacation homes that are currently vacant.    Investors and realtors are also reportedly contacting victims with offers to buy their scorched land. That's triggered some amount of outrage and a warning on Instagram by an organization dedicated to the preservation of land and native species in Hawaii. The message begins: “I am so frustrated with investors and realtors calling the families who lost their home, offering to buy their land. How dare you do that to our community right now.”   Realtors Donating $1.5 Million   On a brighter note, the National Association of Realtors also announced that the REALTORS Relief Foundation is donating $1.5 million in disaster aid to the Hawaii REALTORS association to help communities devastated by the fire.   Relief Foundation President Mike McGrew says: “Maui's recent wildfires have deeply impacted its residents, and we stand by them during this challenging time. RRF grants aim to ease the path toward recovery, offering tangible aid to those rebuilding their lives. As real estate agents, we recognize that unity and community spirit are invaluable, especially when facing such trying circumstances.”   That's it for today. If you've missed some of our episodes, you can catch up at https://www.newsforinvestors.com. You can also hit the Join for Free button to become a RealWealth member. And please remember to hit the subscribe button, and leave a review!   Thanks for listening. I'm Kathy Fettke.   Links:   1 - https://www.barrons.com/amp/articles/maiu-hawaii-wildfire-homeowners-insurance-2fbc156   2 - https://www.nytimes.com/2023/08/11/us/maui-wildfires-housing.html   3 - https://www.washingtonpost.com/nation/2023/08/14/hawaii-housing-crisis-lahaina-homes-maui-fires/   4 - https://www.newsweek.com/investors-calling-maui-wildfire-victims-buy-their-land-1819600   5 - https://www.nar.realtor/magazine/real-estate-news/realtors-give-1-5m-to-aid-maui-wildfire-recovery