Rachel Treece PCC CPCC FCIM’s Post

📉 As volatility across asset classes continues, Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, breaks down the drivers behind the market moves, explains CIO's current investment outlook, and shares CIO's positioning during these volatile conditions. 🎧 Apple Podcasts: https://lnkd.in/evqkXrhm 🎧 Spotify: https://lnkd.in/eekSKHy5

📉 As volatility across asset classes continues, Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, breaks down the drivers behind the market moves, explains CIO's current investment outlook, and shares CIO's positioning during these volatile conditions. 🎧 Apple Podcasts: https://lnkd.in/ekCcxYsR 🎧 Spotify: https://lnkd.in/exuHMGyr

All Board Directors and CEOs should be contemplating the "improbable" when thinking about their organisational strategy and the future. I really enjoyed listening to Vinod Khosla and Nicolai Tangen on this #podcast discussing investing in transformative technologies, the importance of taking bold risks, and the power of focusing on what seems improbable. Lots of great insights! #innovation #growth #disruption #technology #creativity #riskmanagement Sun Microsystems | Norges Bank Investment Management | #InGoodCompany Spotify: https://lnkd.in/gwy6hu-4

“Activist investors are essentially value investors—deep value investors.” Michael Levin sits down with our CEO Greg Milano to explain what activists look for in targets, honing in on governance issues, capital allocation, and executive compensation, on the latest episode of #CreateMoreValue. Michael is an experienced investor, consultant, and creator of The Activist Investor website and newsletter. Takeaways: 🔹 How you pay matters: “There's this old adage, it's not how much you pay, but how—investors take that to heart.” 🔹 Board alignment with shareholders: Are the board and the comp committee setting the right goal(s) for the executive team? Is there a disconnect between the board and shareholders on how they’re allocating capital? 🔹 An antidote to activists: “The very best IR strategy is a steadily rising share price." 🎧 Podcast: https://lnkd.in/exnS2ivY 🎥 Full video: https://lnkd.in/e9dsyv5x 📽️ Reel: https://lnkd.in/eMbzyY9R #TheActivistInvestor #ActivistInvestors #CorporateGovernance #CorporateFinance #ExecutiveCompensation #BoardofDirectors #Boards #ShareholderValue #FortunaAdvisors #Podcast #CreatMoreValue #CuringCorporateShortTermism

With the day-to-day challenges of running a business, establishing and executing a strategy to grow a firm’s enterprise value can fall to the bottom a leader’s priority list. Which begs the question: At what point does the founder/CEO/chief rainmaker decide which hat is most important? On Synergize episode 14, Carolyn Armitage, CFP®, CIMA®, Founder & CEO of RIA Circle™, LLC, and Carolyn Armitage Consulting, joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into this question. Listen as they explore: 🌟Strategies for building a business that’s sustainable beyond its founders 🌟Why identifying the right firm leader isn’t always easy 🌟Ways to manage internal and external succession transitions Listen and subscribe now: Synergize Podcast https://hubs.li/Q02Yx9gQ0 #FinTech #RIA #FinancialAdvisor #WealthManagement

More investors than ever are interested in accessing growing private companies, but how? On the Alternative Investor Mastermind podcast with Jack Krupey, CEO Atish Davda and CSO Phil Haslett discuss the latest from: 🌟 Trends that have led to to the growth of the private market 🌟 Where private companies are trading today 🌟 How to consider pre-IPO investments in a diversified portfolio ➕ more Check it out. apple.co/3VqW4di Pre-IPO investing involves risk. Learn more at https://lnkd.in/egrmGiDK

Our brand NEW episode features a special guest who brings an abundance of experience and insights to a conversation exploring the shifting landscape of M&A markets. Dave Roberts, Managing Director at Houlihan Lokey, joins our 3 hosts, Douglas McCormick, Lloyd Metz & Sean Mooney to discuss: ▶ The M&A market's impact on deal flows. ▶ Performance insights of private equity portfolios amid economic fluctuations. ▶ Examination of the backlog in deal introductions and the disconnect between buyer and seller expectations. ▶ The role of sponsor coverage in investment banking for bridging between private equity firms and market opportunities. ▶ Strategies for private equity firms to effectively engage with sponsor coverage professionals and optimize deal outcomes. Listen to the whole episode on any podcast platform, or click the link in the comments to listen directly on our website. #privateequity #investmentbanking #mergersandaquisitions

Interesting podcast about how one goes about business (not everything is planned with a 20 page deck slide) and not to mention his determination to change his life. Worthwhile to have a listen. #entrepreneurship #investments #holdco

In the latest episode of Grant Thornton UK's ‘behind the transaction’ podcast, Humza Khan and Nathan Reay discuss the rise of private investment in the TMT sector with guests from Growth Capital Partners, MML Capital Partners, and Vespa Capital. The conversation explores what TMT means in their world and how they make their respective investment and value-creation strategies. There's also insight into the different sub-sectors and why TMT is attractive to private equity firms. Listen to the full episode here: https://lnkd.in/eWiyTJfZ #BehindTheTransaction #PrivateEquity #TMT