Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
…
continue reading
Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
…
continue reading
We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
…
continue reading
Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a ...
…
continue reading
Learning is best accentuated when you learn from vicarious experiences and not just your own. This is a place where Puneet Khurana, Manish Dhawan and Nooresh Merani, interview interesting people from different walks of life. This is our endeavor to unearth the value system and thought process of maverick decision makers from the world of Investing, Psychology, Business, & Others.
…
continue reading
Money with Monika is a weekly personal finance show that answers your queries on all investment matters. Monika Halan, Consulting Editor of Mint and author of Let’s Talk Money, takes you through the various avenues of savings open to you - deposits, stocks, bonds, mutual funds, insurance and pension funds. This is a Mint production, brought to you by HT Smartcast.
…
continue reading
1
204. The transformation imperative for midcap companies
36:27
36:27
Play later
Play later
Lists
Like
Liked
36:27
Midcap companies have vast opportunities to increase their performance and scale if they reinvent how they work. Midsize companies don’t dominate the headlines and investor attention the way large corporations do, but they represent more than 40 percent of the global workforce and account for approximately one-third of most economies’ GDP. However,…
…
continue reading
1
Frazpod #68: Dodging the bloodbath in midcap tech
20:52
20:52
Play later
Play later
Lists
Like
Liked
20:52
Dodging the bloodbath in midcap tech
…
continue reading
1
Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik
1:01:46
1:01:46
Play later
Play later
Lists
Like
Liked
1:01:46
It must be a uniquely modern horror to see a drone flying towards you with a grenade strapped, and it must be all the worse to know your last moments are being filmed. Drones are now ubiquitous across the battlefields of Ukraine, Gaza, and shipping lanes in the Middle East. Costing relative pittances, cheap drones loaded with explosives can destroy…
…
continue reading
1
A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson
33:10
33:10
Play later
Play later
Lists
Like
Liked
33:10
…
continue reading
Today’s discussion covers several topics from our recent report on top M&A trends. We’re joined by senior partners Jake Henry and Mieke Van Oostende, who co-lead our M&A work globally, and senior partners Michael Birshan and Andy West, who co-lead our Strategy and Corporate Finance Practice. We discuss the changing landscape of M&A, the shift from …
…
continue reading
1
205. Helping boards manage geopolitical risk with Jon Huntsman Jr.
40:22
40:22
Play later
Play later
Lists
Like
Liked
40:22
The need for board-level strategic conversations on geopolitical risk is urgent. To discuss how boards can guide companies through an increasingly complex geopolitical environment, we’re joined by Jon Huntsman Jr. Jon is a former US governor and diplomat who has spent nearly two decades in US public service at the state, national, and international…
…
continue reading
1
Navigating Medicare Supplement: An Advisor’s Guide
22:33
22:33
Play later
Play later
Lists
Like
Liked
22:33
…
continue reading
1
A Conversation with The Sandidge Group Principal, James Sandidge
34:18
34:18
Play later
Play later
Lists
Like
Liked
34:18
…
continue reading
1
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
33:28
33:28
Play later
Play later
Lists
Like
Liked
33:28
…
continue reading
1
A Conversation with Endeavor Retirement Founder Bonnie Treichel
32:23
32:23
Play later
Play later
Lists
Like
Liked
32:23
…
continue reading
1
Frazpod #67 - Clarity Pharma, Curvebeam AI, Transmedics and AMD
19:33
19:33
Play later
Play later
Lists
Like
Liked
19:33
Clarity Pharmaceuticals Success: Clarity Pharmaceuticals reported a significant response in a patient with metastatic castrate-resistant prostate cancer. The patient received two cycles of copper 67 Biss. PSMA, and after six months from the second dose, there was no evidence of PSA, indicating a potential cure. This is noteworthy because the patien…
…
continue reading
1
A Conversation with IncomeConductor CEO Sheryl O'Connor
34:18
34:18
Play later
Play later
Lists
Like
Liked
34:18
…
continue reading
1
A Conversation with HealthView Services CEO Ron Mastrogiovanni
34:35
34:35
Play later
Play later
Lists
Like
Liked
34:35
…
continue reading
1
S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar
1:35:56
1:35:56
Play later
Play later
Lists
Like
Liked
1:35:56
S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar by Stoic Investment ManagersBy Stoic Investment Managers
…
continue reading
1
203. Managing the risks around generative AI
44:22
44:22
Play later
Play later
Lists
Like
Liked
44:22
Generative AI poses both risks and opportunities. Ida Kristensen and Oliver Bevan join us to discuss how we can mitigate the former while moving to capture the latter from day one. Ida Kristensen is a senior partner in our New York office. She coleads the Risk & Resilience Practice and advises leading financial institutions on cybersecurity, strate…
…
continue reading
1
A Conversation with IncomePath Co-Founder Tamiko Toland
32:26
32:26
Play later
Play later
Lists
Like
Liked
32:26
…
continue reading
1
Episode #66: A crack in the semi facade? Angus Walker joins us
34:45
34:45
Play later
Play later
Lists
Like
Liked
34:45
Episode #66: A crack in the semi facade? Angus Walker joins us
…
continue reading
M&A dealmakers have been on a wild ride. From the pandemic-fueled rout in 2020 to 2021’s record-breaking recovery, followed by a steep decline in 2023, the global M&A market has offered something of a masterclass in volatility. In this episode, we are joined by senior partners Jake Henry, Mieke Van Oostende, and Andy West to discuss the trends in t…
…
continue reading
1
Episode #65 - Interesting perspectives from Microsoft
23:19
23:19
Play later
Play later
Lists
Like
Liked
23:19
Interesting perspectives from Microsoft
…
continue reading
1
A Conversation with Ferri Investment Solutions CEO Rick Ferri
31:58
31:58
Play later
Play later
Lists
Like
Liked
31:58
…
continue reading
1
201. Seven CEO insights from private equity
43:07
43:07
Play later
Play later
Lists
Like
Liked
43:07
Private equity firms have a well-earned reputation for elevating the performance of the companies they invest in. A cornerstone of their strategy is a relentless pursuit of operational excellence to drive efficiency and productivity. In this episode, we analyze what public company CEOs can glean from the private equity playbook to enhance their own…
…
continue reading
Semis, Tesla and interest rates, what we're looking at right now
…
continue reading
1
200. A genuine partnership with the board
18:27
18:27
Play later
Play later
Lists
Like
Liked
18:27
CEOs and CFOs are redefining their interactions with the board to ensure success in an era of rapid change. Joining us to delve into this growing trend of collaboration between CEOs, management teams, and boards are Celia Huber, leader of our North American board services practice, along with Michael Birshan and Andy West, the co-leaders of our Str…
…
continue reading
1
199. Bringing innovation to a not-for-profit setting
30:55
30:55
Play later
Play later
Lists
Like
Liked
30:55
Innovation in a not-for-profit context involves measuring success in terms of returns on mission rather than returns to shareholders. In this episode, McKinsey innovation expert Erik Roth talks with Sajit Joseph, the chief innovation officer of the American Red Cross, about how the 142-year-old institution began and continues to carry out its innov…
…
continue reading
1
198. Six strategies for growth outperformance
41:44
41:44
Play later
Play later
Lists
Like
Liked
41:44
Fewer than one in four companies outpace their industry peers on revenue and profit growth. We discuss new research that reveals the six mindsets and strategies that set these growth outperformers apart. We're joined by Rebecca Doherty, a partner in our Bay Area office and co-leader of our Strategic Growth and Innovation practice, Jill Zucker, a se…
…
continue reading
1
197. Growth, AI, and the future of finance: An interview with Workday’s CFO Zane Rowe
26:33
26:33
Play later
Play later
Lists
Like
Liked
26:33
Zane Rowe is the CFO of Workday, a California-based company that develops enterprise software for managing finance, HR, and planning. Workday has been growing rapidly, and its growth-oriented culture is a central theme of the discussion we recorded between Zane and McKinsey's CFO Eric Kutcher Listen to Eric's conversation with Palo Alto Network's C…
…
continue reading
1
196. A guide for boards on generative AI: Four questions for management teams
48:48
48:48
Play later
Play later
Lists
Like
Liked
48:48
Boards can play an essential role in engaging management teams to ensure they fully explore the potential of generative AI, even beyond their comfort zone. In this episode, we discuss the most important questions boards need to ask senior executives as their companies move to adopt this technology. Our guests are experienced in both technology and …
…
continue reading
1
195. Why strategists should embrace imperfection
37:08
37:08
Play later
Play later
Lists
Like
Liked
37:08
We're joined by Charles Conn and Rob McLean, AM, the co-authors of The Imperfectionists: Strategic Mindsets for Uncertain Times. Charles is an investor, environmentalist, and entrepreneur. He co-founded Monograph, a venture firm, and was previously CEO of the Rhodes Trust in Oxford. He is the Board Chair of Patagonia and sits on The Nature Conserva…
…
continue reading