Shows
Financial Perspectives: Insights from Investment ProfessionalsFrom IPO to Liquidity: The Evolution of Secondary MarketsSend us a message!The private secondary market has transformed from informal, ad-hoc deals to a sophisticated $3 trillion asset class. In this episode, Jack Cassel, Senior Vice President and Head of Listings at Nasdaq, joins host Tanya Suba-Tang to unpack how private companies, employees, and investors are navigating liquidity needs long before IPOs. Discover how companies manage cap tables, why secondary transactions differ from traditional venture funding, and how market sentiment has shaped growth from the post-2008 era through today's innovation boom. Whether you're an employee holding private stock, an investor seeking new op...2025-04-2916 min
Financial Perspectives: Insights from Investment ProfessionalsNavigating the Great Wealth Transfer: Reshaping Wealth ManagementSend us a message!The Great Wealth Transfer will move $124 trillion by 2048, according to recent data from Cerulli Associates. But the most revolutionary aspect? Women will inherit approximately 70% of this unprecedented wealth transfer.Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54 trillion will go to surviving spouses (95% of whom are women) while another $46 trillion flows to younger generations. For many women, particularly those from older generations who delegated financial management to partners, this represents their first opportunity to independently control substantial...2025-03-2513 min
Financial Perspectives: Insights from Investment ProfessionalsBeyond Emerging Markets: Frontier Opportunity in Africa with Richard Rikoski, PhDSend us a message!Uncover the promising realm of frontier markets in our latest podcast episode! As traditional investment avenues become saturated, Africa begins to shine as a viable option for investors looking for growth and opportunities. This month’s Financial Perspectives episode reveals how demographic shifts, economic growth, and political reforms create an environment ripe for investment in various sectors. Hear from Rick Rikoski, Chief Economist at Democracy Investments and CEO and Chief Scientist of Hadal, as he highlights the significant demographic shifts occurring across the continent, notably the soaring population of Nigeria, which has...2025-02-2514 min
Financial Perspectives: Insights from Investment ProfessionalsAI and MedTech: Innovations Shaping the Future with Kate Jackson HobbsSend us a message!Explore the groundbreaking world of medical technology and artificial intelligence with Kate Jackson Hobbs, Vice President at T. Rowe Price. By tuning in to this episode, you'll gain insights into how AI is revolutionizing healthcare, leading to life-saving advancements in robotic-assisted surgeries and disease monitoring. These advancements are not just reshaping patient care but are also setting new benchmarks in medical practices across the globe. Join us for a compelling conversation that not only examines the current landscape of medical technology but also peeks into the future. Kate Jackson Hobbs shares w...2025-01-2812 min
Financial Perspectives: Insights from Investment ProfessionalsFinancial Therapy: Transforming Wealth Management with Jonathan SteeleSend us a message!Join us as Jonathan Steele, Chief Investment Officer and Managing Partner at One Wealth Advisors, delves into the transformative power of practicing financial therapy in your advisor strategy. With over two decades of experience in portfolio theory and behavioral finance, Jonathan reveals how integrating mental health into financial planning can revolutionize client relationships. Discover how he uses principles, like Maslow's hierarchy of needs, to focus on individual well-being, transcending traditional wealth management approaches.Jonathan emphasizes the profound connection between mental and financial health. By fostering deep, empathetic dialogues, financial therapy aims...2024-11-2611 min
Financial Perspectives: Insights from Investment ProfessionalsInnovative Strategies for Smart Philanthropy and Impact Investing with Sanem AlkanSend us a message!Discover how to align your charitable intentions with your investment goals as we chat with Sanem Alkan on smart philanthropy and impact investing. Sanem's expertise brings to light the transformative shifts in philanthropy, from the pivotal 1969 Tax Reform Act to today's cutting-edge trends like the United Nations' Sustainable Development Goals (SDGs), blended finance, and venture philanthropy. Learn how to merge financial returns with social impact, leveraging strategic philanthropic tools such as program-related and mission-related investments. Sanem also explores the critical role of planning and advisory support for achieving tax-efficient charitable giving....2024-09-2419 min