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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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bluenotes is a publication of ANZ's newsroom, a forum for insights, opinion, research and news about the economy, financial services, investment and society, from within ANZ and outside. Building on ANZ’s position as Australia and New Zealand’s international bank, this publication is home to diverse commentary. While the perspectives have been shaped by ANZ’s business strategy and the experience of its management, bluenotes aims to maintain a dialogue that extends beyond the bank. Now three ...
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In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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School of Hard Knocks Investing

Forum Financial Management, LP

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In this podcast, host Dave Goetsch, co-executive producer of “The Big Bang Theory” and Norm Mindel, veteran financial advisor and co-founder of Forum Financial Management, talk about some of the incredible things that happened way back when on Wall Street. Along the way, they share some of their personal investing experiences as they look back at well-known and little-known events by the decade.
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How can we understand and improve the modern world? Join our discussion programme exploring new ideas and global trends from Pictet Group, one of Europe's leading independent investment managers, where we hear from leading experts share ideas and insights considering a plethora of fields to push intellectual frontiers. The show is a collaboration between Pictet, and How To Academy, London’s leading public forum for sharing big thinking.
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Decision Dialogues

Modera Wealth Management

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Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirationa ...
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COMMERCE TOMORROW is a podcast series hosted by tech entrepreneurs and ecommerce veterans Kelly Goetsch and Dirk Hoerig discussing the latest developments and technologies used at global brands and retailers that are at the forefront of growth and innovation. Listen in to interviews with recognized technology leaders and learn how technology is driving their business.
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Everyone is trying to live their best life. In Today’s world, living your best life is when you are happy, feel purpose and are making progress towards your work, health, relationship, financial, and community goals. This podcast will provide a forum for listeners to learn from their peers, experts and thought leaders on how they’ve achieved success and happiness within one of these areas, and provide actionable takeaways listeners can apply in their daily lives. We are Marta and Ben and hop ...
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Executives from across industries share insights to help business leaders solve their toughest business challenges. By combining the right people and technologies, they’re tackling issues like trust, talent, transformation and sustainability, and addressing external forces like geopolitical conflict, the ongoing pandemic and social injustice challenges. Listen to these conversations on PwC Pulse podcast.
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Welcome to Entrepreneur Intel, a podcast where we discuss the most important strategies for success from amazing entrepreneurs. Host Wes Mathews sits down with business owners to learn about how they got started running their own business, what helped them succeed and the biggest lessons they learned along the way. Be sure to catch new episodes every Thursday morning, and to make sure you never miss out on any insights, don’t forget to subscribe to Apple Podcasts, Spotify, You Tube or wherev ...
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Grantvanzyl.com

Grantvanzyl.com

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Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
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From airport terminals to what happens when you run along the Hudson river, commercetools has some big news to share. Like Marcia, Marcia, Marcia! (if you know, you know), we’re at it again with MACH MACH MACH. Post MACH Three in NYC, commercetools announces a new CEO and a partnership with Microsoft/Azure. Needless to say, commercetools is not slo…
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In this episode, we sit down with Tullio Siragusa to discuss the importance of involving executives, creating scalable systems, and how fractional roles can provide significant value without long-term commitment. We also explore how to nurture a culture where employees feel empowered and engaged. Takeaways: Involvement & Scalable Systems: Keep exec…
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When you're a founder, you need creative ways to grow your business. Today's guest recognized that need, and built her company on it. We're sitting down with Keri Findley, Founder and CEO of Tacora Capital. Keri has two decades of experience in structured credit investing at leading firms, and as a private investor. She founded Tacora in 2022, secu…
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Text us your thoughts on this episode In this episode, Dinkar Saran, Pharma and Life Sciences Operations Partner at PwC, and Jim Cafone, SVP of Global Supply Chain at Pfizer, dive into operations transformation and its critical role in building resilient and sustainable supply chains, revenue growth and differentiation in an ever-changing world. Th…
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Values-aligned investing is becoming increasingly prevalent among asset owners, but the way in which investors incorporate these considerations into portfolios has evolved over time. In the latest episode of Critical Thinking, Marina Batliwalla, Senior Investment Consultant, is joined by Rich Dell, Mercer’s Global Head of Equities, and Tamara Larse…
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As today's guest will tell us, breakfasts have recently overtaken Friday dinners as the number one dining out experience of choice. So in the always-competitive hospitality industry, restaurants that do those meals particularly well are in a fantastic position. Chris Tomasso definitely understands how to excel in this space. Chris is the CEO of Fir…
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In this episode, we delve into the critical role of financial education for founders, especially those without a conventional finance background. Our guest, a seasoned fractional CFO, shares his approach to educating first-time founders about financial management and the art of interpreting business numbers. He emphasizes the importance of clean bo…
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On the surface, successful growth in business might seem to be about rapid expansion. But that's not the right strategy for every business. Growth has to align with the business's principles, be at the right pace, and it can't endanger the brand's image and identity along the way. Today's guest has reset his growth strategy to reinforce and preserv…
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In our latest episode, recorded at the Mercer Global Investment Forum in Melbourne, Australia, Rebecca Jacques and David Scopelliti are joined by Pengana Capital Group’s CEO, Russel Pillemer to discuss both the challenges and opportunities in the fast-growing private debt space. They break down the historic drivers of growth in the asset class, and…
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For industry dominators, success rarely hinges on a 'one-size-fits-all' approach. Instead, they master their market by focusing on specific demographics and creating tailored strategies unique to needs and preferences. Today's guest has used this method to craft customized solutions in his unique market. Today, we're sitting down with Doug Sanders,…
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The episode touches on various aspects of entrepreneurship, particularly focusing on the role of peer groups and forums in business development and personal growth. Mike discusses the critical importance of having diverse perspectives in peer groups to avoid blind spots and enhance problem-solving capabilities. He emphasizes that successful peer gr…
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In the world of wealth management, working with clients is a deeply personal endeavor that requires more than just financial expertise. By looking inward first, and prioritizing a strong team culture and personal and professional development, companies can cultivate a strong trust and connection with clients. Today's guest has made this approach th…
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Remarkable growth in the captive insurance space has been driven by a range of factors over the recent past – from an extended hard market to the expansion of risks requiring underwriting. In our latest episode of Critical Thinking, we dive into the world of captive insurers as William Gibbons is joined by Ellen Charnley, President of Marsh Captive…
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Venture Capital is all about the cash — but in a crowded field, money is a commodity. To truly stand out, you have to go above and beyond for your portfolio companies. Today's guest has set themselves apart by providing exceptional support. We're sitting down with Seth Spergel, who is a managing partner of Merlin Ventures, where he's responsible fo…
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Join Amit Popat, Eryn Bacewich and Joshua Zwick as they unpack the findings from our Mercer and Oliver Wyman 2024 Global Insurance Investment Survey in the latest episode of Critical Thinking. They dive into the key investment themes, outlook and risks highlighted by the survey and assess the road ahead for insurance portfolios through the second h…
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Want to bring your Idea to the next level? Most visionary entrepreneurs struggle with implementing their ideas onto paper. Jamie Munoz is a Fractional Integrator with Catalyst Integrators. She teaches the reason for an Integrator, process of Fractional Integration and how it can help bring your vision to life. Enhance your ideas and businesses to o…
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In the effort to recover from the impact of the pandemic, the hospitality industry has had a surge of innovation, ideas, and new technologies. And while the boost has been essential to getting the industry back on its feet, it has also intensified the competition. Today's guest is setting their company apart with a consumer-focused approach. We're …
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In this insightful conversation, Wes chats with Steve Hernandez, the CEO and President of The North Group. Steve shares his journey from being a military personnel to becoming a prominent figure in the intelligence and security industry. He discusses the importance of situational awareness, the complexities of handling threats in both personal and …
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In a landscape where standing out demands both innovation and accessibility, finding ways to connect with a broad audience is crucial. Today's guest has been on a career-long quest to revolutionize the culinary world by blending tradition with modernity, creating products that not only appeal to diverse audiences but also prioritize health and tast…
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Meet Dave VanderJagt, a Fractional CRO with over 15 years of experience in developing and managing high-performing B2B and B2C revenue teams. Dave discusses the critical role of a Fractional CRO, especially for companies under $20 million in revenue, and how aligning marketing, sales, and customer success is essential for growth. Dave joins Host We…
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In the current macro environment with growing inflation and financial uncertainty, it's no wonder companies are actively seeking alternative solutions to safeguard their businesses. But today's guest is more than just an alternative; he's a game-changer for his clients, helping them maximize their financial outcomes. Today we're sitting down with R…
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Joining the show this week is a 5x sales leader who helps SaaS startups find opportunities to break new ground and make things grow. Please welcome to the show, CEO and Founder at Elizabeth Andrew consulting, Elizabeth Andrew! Elizabeth sits down with Host Wes Mathews to dive into some of the biggest challenges startup founders face. Elizabeth shar…
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Imagine a world where everyone uses AR enabled by AI—what will shopping look like? Will we all have our own AI shopping assistants? Back again by popular demand, Dirk and Kelly find time in between their travels to explore "The Future of Shopping." With AI rapidly evolving into mainstream use, they discuss its significant impact on digital commerce…
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This week we’re looking back at one of our most popular episodes of the last 6 months: our conversation with Charles Baker. Every investment comes with plenty of responsibility, but in a multifaceted market like sports and entertainment with varied revenue streams and worldwide integration, navigating this complex landscape can be overwhelming. Tod…
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Market volatility, higher rates and an ageing population are creating a complex and rapidly evolving landscape for US pensions. Rich Nuzum, Scott Jarboe and Kelly Henson help us unpack how these complex and converging risks are playing out across US defined benefit and defined contribution plans in the latest episode Critical Thinking recorded at t…
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Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US. The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management. Bill Burns and Meggan O'Shea join Texas Hemmaplardh in the latest episode of Critic…
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What goes into selecting the best hedge fund managers and when you find them how do you gain access to these “unicorn” managers that are often closed to new investors. Niall O’Sullivan and Dave McMillan join Raelan Lambert to explain Mercer’s approach in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashv…
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Amid market volatility, we believe agility as a driver and enhancer of performance – has become the key attribute in building portfolios. However, not all volatility warrants the same responsiveness. Olaolu Aganga and Jay Love join Marc Cordover in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashville t…
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Lithium-ion batteries are playing a big part in clean energy development, but making the battery itself clean and efficient will be crucial for the future of this technology. Today's guest is right at the center of making that happen. We're sitting down with Ajay Kochhar, who is President, CEO, and Co-Founder of Li-Cycle, a leading global lithium-i…
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Text us your thoughts on this episode Technological advances, surging investments and the competition for talent are all working toward one thing: artificial intelligence (AI) is fundamentally changing how business gets done. In this episode, Joe Atkinson, Vice Chair - Chief Products & Technology Officer at PwC and Sal Companieh, Chief Digital and …
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This week’s guest has a rich background in corporate finance, and experience managing over $85M in assets. Please welcome to the show, Founder and Fractional CFO at Midwest CFO Chris Gwinn! Chris sits down with Host Wes Mathews and shares invaluable lessons from his entrepreneurial journey, emphasizing the importance of finding high-demand, recurri…
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Back by popular demand, we are back with another 1:1 episode where we're going deep on the topic of simplification. Dirk starts by talking through the founding of the commercetools product and original architecture goals, why MACH is mistakenly labeled as "complex" (hint: selection bias at play), how the buyers of commercetools have changed over th…
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To be a great consultant, a deep understanding of an industry is table stakes, but you also have to connect with the needs of the employees that work within it, while helping a business grow and change appropriately. It's not an easy formula to master, but today's guest has figured it out. Today we're sitting down with long-time FOICER - that stand…
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Join Host Wes Mathews on Entrepreneur Intel as he sits down with Jonathon Hensley, CEO and Chief Product Officer at Emerge. Jonathan shares profound lessons on leadership, strategy, and leveraging AI in business. Learn about his journey from Silicon Valley enthusiast to successful entrepreneur, and get insights into building a strong vision, foster…
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Outsourcing our sustainability efforts does help us get one step closer to an eco-friendly future, but to make a true impact we have to develop our own resources and processes. Our guest today is helping to drive the green revolution right here at home. Joining us on this episode is Dr. Denis Phares. After establishing himself as a tenured professo…
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Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions. In this episode, Mercer's Michel Meert is joined by colleague Johnny Adji and Andrew Hunt from Marsh. Together, they delve into the world of alternative investmen…
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Joining host Wes Mathews on this week’s episode of Entrepreneur Intel is a founder who has been on the Inc 5000 list several times, and is currently educating the next generation of entrepreneurs. Our guest is none other than President of Bauer and Associates, and Founder & Entrepreneur-in-Residence of Inc Magazine's Inc. Young Entrepreneurs, Dan B…
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There's a reason it's called healthcare – care and carefulness are at the core, and if you want to be successful in the field, you've got to understand the significance of compliance, exceptional service, and continuous expansion. Today's guest has mastered that formula. We're sitting down with Thomas Sandgaard who is Chairman, President, and CEO o…
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