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Legal Zeidgeist is an investment funds law podcast series brought to you by Zeidler Group, the technology driven law firm revolutionising legal and regulatory compliance services for the asset management industry. Our team of lawyers, regulatory compliance, data and technology experts along with our industry partners will discuss the latest perspectives, best practices and leading insights to help investment firms and asset managers re-evaluate and revolutionise their current approach to inv ...
 
Learn how to first make your business successful, then sustainable. We bring thought leaders in who understand what it takes to make your business sustainable. Some of our guests are consultants, others are business owners. All have had experience and success in helping create a business that is personally and economically sustainable. Join the host Josh Patrick as we learn what you can do to create a business that serves you and the community you serve.
 
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Tea and Crumpets

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Tea and Crumpets

Will Brown and Adam Eagleston

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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
 
Nicsa Talk brings actionable solutions to the world of asset management. Each of our episodes tackles pressing issues in the financial business world and features the people working closely with these issues in their day-to-day roles. Nicsa is an asset management trade association supporting asset managers and professional service providers. Disclosure: May contain forward-looking statements subject to various uncertainties. Personal views of panelists are as of the date hereof and do not ne ...
 
Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world’s foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today’s most important risk issues in finance and energy. Here is your chance to listen in.
 
We’re an IT consulting company. But we specialize in helping large IT organizations that are trying to meet the service demands of a highly consumerized workforce but find themselves bogged down in the mundane, time-consuming side of IT management. We created a maturity model we call Productive IT Management that helps large organizations get to a higher level of productivity in key IT functions under Service Management, Asset Management, Endpoint Management, & Risk Management.
 
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In this episode of the Legal Zeidgeist podcast, the focus is on a fund's marketing communications. Kunal Grover, Head of Business Development, is joined by Robert Boyle, Head of Legal Ireland to discuss the fast-approaching European Securities and Markets Authority (ESMA) marketing communication guidelines. With the guidelines coming into force on …
 
In this Legal Zeidgeist episode, Associate Brigid Dolan is joined by Elisa Forletta-Fehrenberg, Head of ESG, to provide a brief but comprehensive analysis of what has been happening in the world of ESG in the UK right now. Elisa and Brigid discuss the recently published FCA guiding principles on ESG for investment funds, the UK Government's roadmap…
 
We're talking with Hannah Moore, the founder of Guiding Wealth who does more interesting things than almost anybody else in the wealth management business. Listening to this episode will help you realize the value of financial planning program and how is it more than numbers and spreadsheets. You will learn a lot about financial planning and buildi…
 
In this Legal Zeidgeist episode, Head of Business Development Kunal Grover sits down with Thilo Zeidler, CFO and Product Owner to discuss transaction costs. As a former Head of a Trading Desk, Thilo has a detailed understanding of the various needs and challenges such as cost pressures and reporting compliance. With a wide range of methodologies av…
 
We're talking with Jon Rennie who is an author and CEO of Peak Demand which provides components for the electric utility industry. You will learn that it is very important to work as a team, no one is more important than anyone else to achieve your mission in your business. How vulnerability and authenticity go together and will help you to make be…
 
In this Legal Zeidgeist episode, Legal Researcher, Sabir Musthafa, is joined by Senior Associate, Sarah Noville, to discuss how investment management firms can keep pace with regulatory change in multiple jurisdictions. Providing an overview of questions that compliance professionals should consider from the outset, Sarah outlines the advantages an…
 
Maximo User Groups (MUGS) Alex Walter of Reliability Web speaks with Scott Shilling of Prometheus Group about the importance of community and sharing. They dive deep into the value of collaboration and the impact meetings like Maximoworld and other user Maximo User Groups can have on success and progress in your maintenance journey.…
 
In this episode, we will continue with part three of a four-part series looking at Responsible AI (Listen to part one: Alternative Data in Risk Modeling and part two: Explainable/Interpretable AI). “Fairness in AI” is getting a lot of attention, especially related to credit decisioning, not only for onboarding but throughout the credit lifecycle. T…
 
Walter Hill Jr. is a second-generation entrepreneur from Petersburg and a notable leader in the brand marketing industry. In this episode, you will learn what are the red flags in a business and have the intuition that can identify potential problems which will give you a plan to prevent them before they happen.…
 
Scott Smith of Skookum Contract Services • Director, Reliability and Asset Management and Zachary Rose of Interpro Solutions • Director of Technical Services Learn what the Maximoworld experience teaches you. Learn from their Maximoworld Award winning 'Best Partnership.' Asset management and mobility is a huge advantage to organizations today as th…
 
We return with a new format but provide updates on some old favorites: inflation, complacency, and valuation. We also explore how the “sky is falling” narrative is changing how investors allocate capital, especially in the energy sector, why legacy producers in the Middle East are okay with the Mad Max scarcity scenario, and how U.S. producers are …
 
The focus of this Legal Zeidgeist podcast episode is on K(I)IDs. Zeidler Group's Senior Associate Gemma Capelo sits down with Director, Martin Jones, to provide a succinct summary of the ever-changing landscape of the PRIIPs regulation including the latest updates on the proposed changes to the PRIIPs Regulatory Technical Standards (RTS). Martin an…
 
In this episode of the Legal Zeidgeist podcast episode, the regulatory spotlight is on ESG. Senior Associate, Jasminka Makovec, is joined by Head of ESG, Elisa Forletta-Fehrenberg, for a comprehensive and candid overview of the latest ESG updates and regulatory requirements. Elisa outlines the actions asset management firms need to take to be ready…
 
In this episode, we talk with Ruth King who is an expert at helping contractors manage their cash flow and create profits into dollars. You will learn how to read a cash flow statement and we will share the right template that you can use so you will never have to worry about cash flow.By Josh Patrick
 
How do adults learn apposed to young people? Why are maintenance people more likely to learn from visual and kinesthetic learning? With over a decade of experience, and human development theory, you will enjoy this conversation with Jay West, President of EAM Masters and Richard Bowman Director of Operations, and direct overseer of Training at EAM …
 
In this episode of the Legal Zeidgeist podcast, Max Harper, Chief Delivery Officer, is joined by Valentin Chantereau, Head of Legal Paris, to discuss the many opportunities in the French market for asset management firms. Valentin also provides a synopsis of his career to date and how Zeidler's Paris office can add additional value for clients.…
 
Today we're talking with John Butler from JB Benefits who is a fierce defender of free-market solutions and is dedicated to turning the business health insurance marketplace upside down. You will learn immediate solutions to dramatically reduce health insurance costs, while at the same time giving businesses a controlled healthcare budget.…
 
In this episode, we will continue with part two of a four-part series looking at Responsible AI (Listen to part one: Alternative Data in Risk Modeling). One of the major challenges with effectively developing, deploying, and managing AI systems are often related to the “black box” nature of the model. Specifically, the complexity and non-linear nat…
 
In this episode, we talk with Mark Williams who has run two very successful insurance brokerage companies. You will understand what mid-level leaders should be doing and how they can become effective in the business they are running. Learn how to set up your core values as a leader, to properly lead people instead of just focusing on sales.…
 
Alex Walter of Reliabilityweb speaks with Scott Yates CEO of EDI and Eddie Clayson Director Airport Maintenannce at SLC Airport. In this episode they discuss the merits of focusing on time to value as a key benchmark of a successful project. They also discuss the positive results possible when teaming with others who start from a place of taking in…
 
We're talking with Simon Servino from Strategy Sprints. The topic as you might have guessed is all about sprints. You'll learn what a sprint is and how it's used to speed up everything that happens in your company which saves you money. Listen to how you can make the word higher a part of your world and one that brings results.…
 
Will and Adam discuss the challenges associated with being a contrarian. Specifically, hating things universally loved, like the S&P 500 and Betty White. They also explore the market’s complacency despite the specter of inflation, Chinese economic risks, retail being “maxed out” on equities, and potential fiscal headwinds domestically. Learn more a…
 
Alex Walter of Reliabilityweb speaks with Katriona Levins of Bentley Systems and Michael Salvato of Mott McDonald about the importance of developing a diverse company culture. By including voices from different perpsectives in the daily dialogue companies' ability to act in an informed and successful way multiplies exponentially.…
 
Alex Walter of Reliabilityweb speaks with Suzanne Livingston of IBM about the exciting roadmap for Maximo and the many next wave tools it is teaming with to bring the ultimate maintenance solutions to end users. They discuss the process of realizing some of these goals in the covid era and the ultimate payoff in value for the client.…
 
Today we're talking with Maurice Thibodeau from Illumination Experiences about what you need to do for a personally sustainable business. You'll learn about resilience and why if you don't have it, you'll get burned out and eventually hate your business. Instead, we want you to love your business, and listening to this episode will help you become …
 
Alex Walter of Reliavilityweb and Paul Cisternelli and Tim Dykstra(?) of Boston Robotics discuss the endlless potential synergies between your maintenance vision and the brave new world of robotics. Coupling the practicality of Maximo with the sophistication of Boston Robotics, opportunities for saftey advancement, productivity effciencies and ROI …
 
Will and Adam discuss the newest COVID variant, as well as the repercussions of the Afghanistan withdrawal, especially as they relate to potentially reduced fiscal stimulus. We also juxtapose how September has historically been trouble for markets versus the current win streak, which typically bodes well for returns. Learn more about Formidable Ass…
 
In this episode, we begin a four part series looking at Responsible AI by looking at Alternative Data in risk Modeling. Over the course of the coming months we will also look at Explainable / Interpretable AI, Fairness and Bias in AI, and the new frontier of climate models. Survey Says: Risk management key to resiliency in 2021 and beyond; click he…
 
You want to always have your business be sale-ready. In this episode, we talk about why sale-ready is crucial in a family business if you want to pass it to your children. You'll walk away from this episode knowing that having the right people in the right seat is one of the secrets to building a business that can scale and be personally and econom…
 
Reporting is the backbone of any business initiative, and Hardware Asset Management is no exception. This video will discuss how HAMx reporting with ServiceNow gives organizations essential performance metrics that support a proactive, optimized Hardware Asset Management (HAM) practice.By Ben LaChance
 
Join us as we talk with Bryan Welch from Mindful Communications. We talked about what a Benefit Corporation is and why you might want to form one for your company. Brian helped us understand the new reality for what our Millennial and Gen Z customers and employees expect from the companies they work with as well as the companies they work for. Toda…
 
Service Graph Connectors are the new best practice for populating your ServiceNow CMDB, but many factors in your environment could hinder their success. In this video, we’ll use the Service Graph Connector for Armis as an example, present common pitfalls that can hinder successful imports, and we’ll demonstrate the ITS Service Graph Readiness Tool …
 
Michael Port is an expert on staying booked solid and becoming a heroic public speaker. We talk about both in our episode today. You'll learn about the difference between referrals and introductions. Whether you have a blue-collar business or a speaking business, you need to have a clear understanding of what it takes for people to find you instead…
 
This week our guest is Courtney DeRonde, a CPA and Managing Partner from TDT CPAs and Advisors who has a boutique advisory and accounting firm for small businesses and nonprofit organizations. You will learn what are the activities that drive the financial results of the business and understand how to maximize financial information so you can achie…
 
Mike Konrad knows what it takes to create a business that will last and provide benefits to all stakeholders for years. Learn what it takes to create a business that is personally and economically sustainable. You'll find out why leading with values is the only way to create a business that is one you're proud to own.…
 
Many companies are considering their de-risking options and strategies for pension risk transfer (PRT). PRT is steadily increasing in the U.S. but comes with a high-level liability. Today we speak with Sarvesh Soi, Principal, Wealth Practice at Buck to get insight on the latest strategies around pension de-risking. Speaker Bio: Sarvesh Soi, FCA, EA…
 
This week our guest is Daniel Lee from Windura Windows and Doors. Our discussion today centers on why Daniel bought a business instead of starting one from scratch. Join us and you'll learn why buying a business might be a better option than starting one with no customers and no cash flow.By Josh Patrick
 
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