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In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.

After graduating with a bachelor's degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group.

Prior to co-founding Union Square Advisors he was a Managing Director at Credit Suisse, where he headed the global software investment banking practice. He also served as a corporate executive at Novell, including as Vice President of both Corporate Development and Business Development.

In our episode we chat about his time in the early days of Morgan Stanley’s tech group, the dot.com era, founding Union Square, his career journey, AI tech trends, work life balance, and his advice for junior investment bankers.

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In this episode of the FinanZe podcast, I am joined by one of the top investment bankers on Wall street, Steve McLaughlin. Steve is the Founder and CEO of FT Partners, one of the premier investment banks in the world and the largest focused on Fintech.

After graduating with a finance degree from Villanova University, Steve spent his first few years working at GE Capital in their famous financial management program. He then received his MBA from The Wharton School at The University of Pennsylvania, leading him to Goldman Sachs, where he spent 8 years at the firm becoming the head of the fintech group until his departure in 2002. With his entrepreneurial spirit and love for fintech, Steve started Financial Technology Partners in San Francisco. Steve was named the most influential dealmaker in Fintech by The Institutional Investor in 2017 and has continued to close some of the biggest deals in the fintech industry.

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In this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world.

Previously, she spent her first 6 years at J.P. Morgan Asset Management in equity research. Saira was recognized as one of Pensions & Investments’ "Most Influential Women in Institutional Investing" in 2023 and has been profiled in Barron’s, which ranked her among the top 100 most influential women in U.S. finance. She was also named one of the LinkedIn "Top Voices in Finance".

Saira holds a bachelor’s degree in economics from Cal Poly in San Luis Obispo and a masters of finance from The University of Wisconsin-Madison. Lastly, she holds the CFA designation.

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Thank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.com

Order your Magic Mind today at https://a.co/d/4R06mLi

Hi everyone, and welcome to the FinanZe podcast, episode 19. Today I am joined by another fantastic guest Mr. Tom Gotsch. Tom has had a fantastic career in the finance world with over 9 years of investment banking experience. Tom is currently a Director at TD Cowen, one of the top investment banks in the world. Tom began his professional career with Raytheon Technologies where he was a program manager for 8 years before transitioning to MHT Partners, which was eventually acquired by Cowen and Cowen was recently acquired by TD Bank. Tom holds a bachelors and masters degree in industrial engineering from Cal Poly San Luis Obispo. In addition, Tom earned his MBA from UCLA Anderson School of Business.

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Robert is currently the Chief Financial Officer of Dolby, the #1 audio company in the world for entertainment technology. Previously, he also served as the VP of Finance for Chegg, Paypal and BlueJean Networks.

In 2021 Dolby was named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies and consistently among the top-ranked companies leading the music industry forward.

Robert began his finance career with Ernst & Young, one of the big 4 accounting firms, serving numerous technology clients.

Robert holds a B.S. degree in Business Administration with a concentration in accounting from Cal Poly in San Luis Obispo.

In this episode we will be talking about the value of an accounting background, how to break into the corporate world, and the steps to climbing up the corporate ladder!

To learn more about our podcast, follow us on Instagram @The_Finanze_podcast to receive updates on new episodes and our podcast’s future, or subscribe to our youtube channel at The FinanZe Podcast. To receive updates about our podcast episodes, join our emailing list at the.finanZe.podcast@gmail.com. Enjoy the episode!

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On today’s episode, we are joined by Mr. Paul Polman. Business leader, campaigner, Co-Author of “Net Positive: how courageous companies thrive by giving more than they take”, recently published October 2021. I loved the book so please go check it out on Amazon here: Net Positive Book on Amazon. To learn more about Mr. Polman and what he is trying to accomplish regarding ESG please check out his website here: Net Positive Website.

Paul Polman works to accelerate action by business to tackle climate change and inequality. A leading proponent that business should be a force for good, Paul has been described by the Financial Times as “a standout CEO of the past decade”. Being named Investor Magazine CEO of the Year 3 years in a row from 2010 to 2012, as well as being named European Business Leader of the year by The Wall Street Journal.

As CEO of Unilever (2009-2019), he demonstrated that a long-term, multi-stakeholder model goes hand-in-hand with excellent financial performance. Paul was a member of the UN Secretary General’s High-Level Panel which developed the Sustainable Development Goals and which he continues to champion, working with global organizations and across industry to advance the 2030 development agenda.

Paul’s new book, “Net Positive”, is a call to arms to courageous business leaders, setting out how to build net positive companies which profit by fixing the world’s problems rather than creating them. He Chairs IMAGINE, a social venture dedicated to systems change, and Saïd Business School, and he is Vice-Chair of the UN Global Compact as well as a B Team Leader. Paul isHonorary Chair of the International Chamber of Commerce, which he led for two years.

In part 2 of today’s discussion we hit on topics such as what it takes to be successful in the corporate world, what makes a great ceo, how people are at the heart of business, and what Paul thinks are a leaders most important attributes.

Mr. Polman is a once in a lifetime CEO… please enjoy this episode. This one was my favorite podcast and I hope you guys enjoy.

To learn more about our podcast, follow us on Instagram @The_Finanze_podcast to receive updates on new episodes and our podcast’s future, or subscribe to our youtube channel at The FinanZe Podcast. To receive updates about our podcast episodes, join our emailing list at the.finanZe.podcast@gmail.com. Enjoy the episode!

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On today’s episode, we are joined by Mr. Paul Polman. Business leader, campaigner, Co-Author of “Net Positive: how courageous companies thrive by giving more than they take”, recently published October 2021. I loved the book so please go check it out on Amazon here: Net Positive Book on Amazon. To learn more about Mr. Polman and what he is trying to accomplish regarding ESG please check out his website here: Net Positive Website.

Paul Polman works to accelerate action by business to tackle climate change and inequality. A leading proponent that business should be a force for good, Paul has been described by the Financial Times as “a standout CEO of the past decade”. Being named Investor Magazine CEO of the Year 3 years in a row from 2010 to 2012, as well as being named European Business Leader of the year by The Wall Street Journal.

As CEO of Unilever (2009-2019), he demonstrated that a long-term, multi-stakeholder model goes hand-in-hand with excellent financial performance. Paul was a member of the UN Secretary General’s High-Level Panel which developed the Sustainable Development Goals and which he continues to champion, working with global organizations and across industry to advance the 2030 development agenda.

Paul’s new book, “Net Positive”, is a call to arms to courageous business leaders, setting out how to build net positive companies which profit by fixing the world’s problems rather than creating them. He Chairs IMAGINE, a social venture dedicated to systems change, and Saïd Business School, and he is Vice-Chair of the UN Global Compact as well as a B Team Leader. Paul isHonorary Chair of the International Chamber of Commerce, which he led for two years.

In part 1 of today’s discussion we hit on topics such as the consumer goods industry, private labeling, how a consumer goods company buys a new brand, how he turned Unilever into a more ESG company, the most important points of his Book: Net Positive, the greatest challenge when it came to turning the company into a more net positive business, the idea of being driven and motivated, and role of consumer goods companies.

Mr. Polman is a once in a lifetime CEO… please enjoy this episode. This one was my favorite podcast and I hope you guys enjoy.

To learn more about our podcast, follow us on Instagram @The_Finanze_podcast to receive updates on new episodes and our podcast’s future, or subscribe to our youtube channel at The FinanZe Podcast. To receive updates about our podcast episodes, join our emailing list at the.finanZe.podcast@gmail.com. Enjoy the episode!

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On today's episode, we have self-made billionaire Ken Fisher, an esteemed author, CEO, and financial columnist. With Mr. Fisher, we discuss current economic and market conditions, money management, the true meaning behind diversification in a portfolio, key metrics when deciding when to buy a stock, Biden’s new infrastructure plan, how his Father Phillip Fisher (famed growth investing pioneer) shaped him into the person he is today, and Mr. Fisher's experience as an author and businessman.

Most notably, Ken Fisher was the CEO and founder of Fisher Investments, an investment and financial advisor for people across the globe; he is now currently executive chairman of the firm. As of today, the firm manages close to $200 billion in assets and is the largest regulated investment advisor firm. Mr. Fisher is also on the Forbes 400 list of richest Americans and as of 2021 is worth $4.3 billion. In 2010, he was named to Investment Advisor magazine's "30 for 30" list of the 30 most influential people in the investment advisorybusiness over the last 30 years.

He authored the "Portfolio Strategy" column in Forbes magazine. Fisher helped readers with financial and investment decisions through writing as well as through his business. "Portfolio Strategy" is the longest continuously running columnist in Forbes magazine's history, running for thirty-two and a half years. Fisher has also been featured in a number of other magazines across the globe as a columnist, featuring in prominent magazines such as Taiwan's Business Weekly, Chosun Mint in South Korea, elEconomista in Spain, De Telegraaf in the Netherlands, and Handelszeitung in Switzerland.

Further than finance and investing, Mr. Fisher has been devoted to research as a pioneer of many research studies. Most recently in "Cognitive Basics in Market Forecasts" Mr. Fisher studies behavioral finance alongside Dr. Meir Statman of Santa Clara University. Mr. Fisher is the innovator of investment theory, the idea of a price being determined by solely supply and demand.

To learn more about our podcast follow us on Instagram @The_finanze_podcast to receive updates on new episodes and our podcast's future, or subscribe to our youtube channel at The FinanZe Podcast. To receive updates about our podcast episodes join our emailing list at the.FinanZe.podcast@gmail.com. If you enjoyed our episodes and learned from them we would appreciate it if you gave us a 5-star rating on Apple Podcasts to help the growth of our podcast to help other individuals. Enjoy the episode!

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