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WealthTech on Deck
WealthTech on DeckThe $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed FinnJed Finn is the Head of Wealth Management at Morgan Stanley, where he leads one of the world’s largest and most sophisticated wealth management platforms. Since joining the firm, he has played a central role in its strategic growth, spearheading large-scale integrations, key acquisitions like E*TRADE and Solium, and the adoption of cutting-edge technologies. Under his leadership, Morgan Stanley has expanded its client base from 2.5 million to over 20 million and grown assets under management from $2.5 trillion to $6 trillion. A strong advocate for data-driven strategy and advisor collaboration, Finn is helping redefine the future of wealth management. ...
2025-07-2924 minLeaders, Innovators and Big Ideas - the Rainforest podcast
Leaders, Innovators and Big Ideas - the Rainforest podcastElevating Networking: Crafting Events for Innovators and IntrovertsIn this episode of the Leaders, Innovators, and Big Ideas Podcast hosted by Al Del Degan, the spotlight is on Shaharyar Ahmad, a dynamic entrepreneur with a passion for reimagining networking events. Shaharyar shares his intriguing journey from a backpacking global explorer to becoming an innovative event organizer in Calgary. He discusses his pursuit of integrating fun, philosophical discussions, and creative interactions into networking, aiming to create environments that cater to both extroverts and introverts. With a focus on unique venues, curated guest lists, and creative social dynamics, Shaharyar is on a mission to transform the way professionals connect...
2025-07-0822 minWealthTech on Deck
WealthTech on DeckProviding Best-In-Class Advice and Best-In-Class Technology with Jed FinnMany individuals and families face financial challenges that require professional assistance to navigate. These challenges can range from investment planning and portfolio management to retirement planning and tax optimization. With the best financial planning tools and investment strategies, financial advisors can provide investors with the best-in-class financial advice.In today's episode, Jack talks with Jed Finn at the Next Chapter Rockin' Retirement Conference. Jed is the COO and Managing Director for Morgan Stanley Wealth Management. In his role, Jed often has to make tough decisions about budgets and strategies and work with the leadership team to optimize...
2022-11-0831 minThriving Globally with Equity
Thriving Globally with EquityNo More Piecemeal Research: Frederik Mijnhardt on the Next Era of Equity Compensation EducationWhat you’ll learn from this episode: ● Why third parties may give advice that employers can’t: “Is the company going to go bankrupt or grow 10X? The company doesn't want to take either stance. The company can't tell all its employees, ’We are definitely going to be worth $10 billion. You should exercise now.’ What happens if it doesn't?” ● How equity compensation decisions vary from person to person: “[Our goal is to help people] make the right decision for them and that is not always exercising. Sometimes it's better to not exercise. Sometimes it's better to wait two years and see what's going t...
2022-05-2411 minWealthTech on Deck
WealthTech on DeckA WealthTech on Deck Year in Review: The Best Themes, the Most Popular Episodes, and a Look Forward with Jack Sharry and Matt NollmanThis episode marks the one-year anniversary of the WealthTech on Deck Podcast. Taking a look back at the last 50 episodes, Matt Nollman, VP of Marketing at LifeYield takes the lead and interviews regular host, EVP & Chief Growth Officer at LifeYield, Jack Sharry.Jack is a leading industry voice on wealthtech, UMH, and the future of financial advice. His mission is to help investors, financial advisors, and firms achieve improved financial outcomes. Matt leads LifeYield’s marketing team, strategy and digital experience, as well as producing the WealthTech on Deck podcast.Jack and Matt tal...
2022-04-1231 minWealthTech on Deck
WealthTech on DeckAchieving Financial Stability In The Golden Years with Aaron SchummSaving money is something that should start early in life, but it's never too late to get started. Saving can be difficult at times, but there are ways to make it easier. In this episode, Jack talks to Aaron Schumm, Founder and CEO of Vestwell. Aaron brings nearly 20 years of fintech and finserv experience from industry-leading companies. He founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix, which is now part of Envestnet.Aaron talks with Jack about his approach t...
2022-03-2226 minWealthTech on Deck
WealthTech on DeckUsing Technology to Strengthen Platform and Product Capabilities with Ben HunekeTechnological disruptions have revolutionized the way financial institutions serve their clients. Integrating technology into financial systems not only strengthens product, but also creates a seamless ecosystem across the wealth management spectrum.In today’s episode, Jack talks with Ben Huneke, Managing Director and Head of the Investments Solutions Group at Morgan Stanley Wealth Management.Ben is the senior executive in charge of all of Morgan Stanley's retail products and platforms for their wealth management business. As the Head of the Investments Solutions Group, he is responsible for the development, marketing, and distribution of investment products. Th...
2022-01-2527 minThriving Globally with Equity
Thriving Globally with EquityRiding the Post-Pandemic Recruitment Wave with Betts RecruitingFrom Shareworks by Morgan Stanley, this is Thriving Globally with Equity: A podcast following companies as they break into global markets. In today's episode, Leslie Schmidt and Lauren Stempel, both Head of Sales at Betts Recruiting, join the show to share detailed points of view on significant changes in the recruitment landscape, talent attraction challenges and scenarios for a new generation, and why companies need to get creative and start reconsidering their compensations and equity packages. Listen to this episode to learn why the hiring market has changed so drastically within the last months and what are the new assets...
2021-12-0811 minSaaS Connect - SaaS Partnerships & SaaS Leaders
SaaS Connect - SaaS Partnerships & SaaS LeadersScaling SaaS Partnerships in the Modern EraIn this episode of SaaS Connect by Cloud Software Association, Nikita Zhitkevich, Director of Channel Partnerships and Alliances at PartnerStack, and Tyrone Lingley, Head of Partnerships at Ally.io, enjoy a conversation about what partnerships look like today and how to scale them. Some of what you can look forward to hearing about: Challenges in partnerships and obtaining quick growth. Partnership program innovation and trends over the last few months. What a modern partnership team looks like. The value of building a “beast call marketing machine,” and how it makes it easier to acqu...
2021-11-2341 minThriving Globally with Equity
Thriving Globally with EquityTech Lawyer Turned Founder: Jeffrey Le Sage on the Next Era of Employee Equity PlansJeffrey Le Sage isn’t your usual tech founder. His background is in the practice of law, not engineering. He cut his teeth writing contracts, not code. Although he has lived in California for years, Los Angeles—not Silicon Valley—is where he calls home. Yet, his experiences provide him with a unique perspective on the startup world; specifically, employee equity. After two decades wading through the moral quandaries, administrative headaches and tax inefficiencies sometimes associated with the field, he went on to found Liquid Stock, a fintech startup that aims to improve access to liquidity for employees of pre-IPO compani...
2021-08-3113 minThriving Globally with Equity
Thriving Globally with EquityForging a New Hybrid Career Path with Bob Carella from SprinklrFrom Shareworks by Morgan Stanley, this is Thriving Globally with Equity: A podcast following companies as they break into global markets. On today's episode, Bob Carella, Director of Global Equity at Sprinklr, joins us to talk about his career, how hybrid roles will become key in the future, the importance of looking at payroll and equity as more than just numbers on a screen, and why becoming approachable will make a huge difference with the people around you. Listen now to learn more about global equity, the evolution of Sprinklr and why cultivating relationships should become your number one priority.  J...
2021-06-0118 minThriving Globally with Equity
Thriving Globally with EquityCultivating Employee Ownership with Rob Knott from GHDFrom Shareworks by Morgan Stanley, this is Thriving Globally with Equity: A podcast following companies as they break into global markets. Joining us on today’s episode, Rob Knott, Executive Chairman at the global engineering and professional services firm, GHD, shares the story of how he ended up in the company by chance, how globalization opened new horizons for Australian companies, and the secret behind expanding worldwide without losing yourself in the way: their company's ownership program. Listen now to learn more about GHD’s successful equity plan and how everything changes once your employees have some skin in the game...
2021-05-1917 minThriving Globally with Equity
Thriving Globally with EquityMarrying Broad-based and Executive Equity Plans with Micaela Costello from CSLFrom Shareworks by Morgan Stanley, this is Thriving Globally with Equity: A podcast following companies as they break into global markets. Implementing shared ownership in any business is a tough job, but running a global equity plan through 39 countries is a colossal endeavor. In today’s episode, we are joined by Micaela Castello, Head of Executive Compensation, Performance Management and Employee Equity at CSL, to talk about how the company brings its equity programs worldwide, why she reframed CSL’s executive compensation plan, and how they deal with different legal systems and tax regimes from around the world. Listen now to l...
2021-05-0117 minThriving Globally with Equity
Thriving Globally with EquityFeeling the Value of Equity with Rob Curcio from TouchBistroFrom Shareworks by Morgan Stanley, this is Thriving Globally with Equity: A podcast following companies as they break into global markets. On today’s episode we talk to Rob Curcio, Senior Director of Finance at TouchBistro. Rob tells us all about his journey from accounting school to TouchBistro and how he changed the financial game in Canada’s booming tech hub. He also shares some of his expert advice about expanding a company to new markets and getting employees to know everything about equity. Tune in to learn the details of this company’s story building Silicon Valley’s competition north of...
2021-04-0716 minThe Finance Podcast
The Finance PodcastEpisode 20. Charles Huot - Executive Director Institutional Equity Sales at Morgan StanleyMy guest this week is Charles Huot. Charles has over 20 years of experience in institutional equity sales, eight years with Morgan Stanley and 16 years with Bank of Montreal and Credit Suisse. He worked from different locations, amongst them Montreal, Toronto and New York.Charles joined Morgan Stanley in 2013 as the relationship manager for Quebec-based Institutional accounts, specifically all the significant Pension funds, Mutual funds and insurance companies like CDPQ, PSP, Fiera, and CN Investment trust. He works in the Equity Division and regularly interacts with Investment Banking Division. Charles' main task is to advise large institutions on...
2021-04-0633 minThriving Globally with Equity
Thriving Globally with EquityGetting Skin in the Game with Ryan Ghisi from XeroFrom Shareworks by Morgan Stanley, this is Thriving Globally with Equity: A podcast following companies as they break into global markets. On today’s episode, Ryan Ghisi, General Manager of Global People Programs at Xero, tells us the story of how Xero went from being a startup working from a rented apartment in New Zealand, to the very first cloud accounting software used worldwide. Ryan shares the company’s visionary commitment to employee equity and how they’ve made it possible to honor the founder’s adamant “that employees should always own a piece of the company”. Listen now and learn about...
2021-03-3119 minBCA Podcasts
BCA PodcastsUnicorns in Alberta: Building Billion Dollar Tech Companies in AlbertaFrom financing to talent, how do you grow not one but two tech unicorns in less than two years? On this episode, Marcos Lopez, Managing Director of Shareworks and Bryan de Lottinville, Co-Founder and Executive Chair of Benevity discuss how they built $1 billion tech companies in Alberta and how we create an environment that nurtures the future growth of the tech and innovation ecosystem in Alberta. 
2021-03-3059 minThriving Globally with Equity
Thriving Globally with EquityHarnessing Reddit’s Startup Mentality with Skee Yagi and Georgina LaiFrom Shareworks by Morgan Stanley, this is Thriving Globally with Equity: A podcast following companies as they break into global markets. On today’s episode, two of Reddit’s finest: Director of Finance, Skee Yagi and Head of Equity, Georgina Lai, share with us their experience working at a fast-growing global tech company which, in many ways, still feels like a startup, and the challenges and satisfactions they’ve encountered with the implementation of Reddit’s equity plans. Listen and learn more about the fascinating company that is Reddit and how the Internet’s front page shares the pie with their glob...
2021-03-2411 minThriving Globally with Equity
Thriving Globally with EquityTrailerEquity is more than just numbers on a screen. When you own part of a business it feels like you own skin in the game, and when this business does well, it feels like you are doing well too.  Welcome to Thriving Globally with Equity, a podcast from Shareworks by Morgan Stanley. With this podcast series, our purpose is to help organizations own the challenge of realizing the full potential and rewards any business can have.  It doesn't matter how many countries you are operating, this podcast was made to look for both big and small companies and to look at...
2021-02-2601 minEU-Startups Podcast
EU-Startups PodcastEpisode 10: The status quo and future of coworking spaces - with the CEOs of betahaus and Talent GardenTo learn more about the status quo and future of coworking we had a conversation with two leaders and pioneers of the coworking scene/business in Europe The EU-Startups Podcast is powered by Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service, Shareworks by Morgan Stanley provides solutions designed for the unique needs of startups. Shareworks by Morgan Stanley simplifies the complexities of equity plan management, helps you engage with your employees and provides your business with the tools it needs to comply with local tax and regulatory requirements. Request a free demo today.
2020-11-3029 minEU-Startups Podcast
EU-Startups PodcastEpisode 9 - Interview with SeedLegals founder Anthony RoseAnthony Rose ithe founder and CEO of SeedLegals - the one-stop platform for the legals you need to get funded and grow your business. The EU-Startups Podcast is powered by Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service, Shareworks by Morgan Stanley provides solutions designed for the unique needs of startups. Shareworks by Morgan Stanley simplifies the complexities of equity plan management, helps you engage with your employees and provides your business with the tools it needs to comply with local tax and regulatory requirements. Request a free demo today.
2020-11-0235 minEU-Startups Podcast
EU-Startups PodcastEpisode 8 - Interview with Clue founder Ida TinFor the 8th episode of the EU-Startups Podcast we interviewed Ida Tin, the founder and CEO of the Berlin-based femtech company Clue The EU-Startups Podcast is powered by Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service, Shareworks by Morgan Stanley provides solutions designed for the unique needs of startups. Shareworks by Morgan Stanley simplifies the complexities of equity plan management, helps you engage with your employees and provides your business with the tools it needs to comply with local tax and regulatory requirements. Request a free demo today.
2020-10-1932 minEU-Startups Podcast
EU-Startups PodcastEpisode 7 - European Investors pitching their VC firm/focusEuropean VCs are pitching their investment firm and focus on air New episodes of the EU-Startups Podcast are getting published in a 14-days rhythm on our website, on Spotify, Deezer, Youtube, iTunes and Google Podcasts. This weeks episode featured participants from Unorthodox Ventures, Love Ventures, Impulse VC, Essity Ventures, Eight Roads Ventures, Earlybird Venture Capital, Amplifier, Entrepreneur First, Peak Capital, Capnamic Ventures, Sparking Capital, Icos Capital. The EU-Startups Podcast is powered by Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service, Shareworks by Morgan Stanley provides solutions designed for the unique needs of startups. Shareworks...
2020-10-0916 minEU-Startups Podcast
EU-Startups PodcastEpisode 6 - Daniel GeblerInterview with Picnic CTO Daniel Gebler The EU-Startups Podcast is powered by Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service, Shareworks by Morgan Stanley provides solutions designed for the unique needs of startups. Shareworks by Morgan Stanley simplifies the complexities of equity plan management, helps you engage with your employees and provides your business with the tools it needs to comply with local tax and regulatory requirements. Request a free demo today.
2020-09-2128 minEU-Startups Podcast
EU-Startups PodcastEpisode 5 - Startup PRWith Charlotte Tucker (EU-Startups) and Clara Armand-Delille (ThirdEyeMedia) The EU-Startups Podcast is powered by Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service, Shareworks by Morgan Stanley provides solutions designed for the unique needs of startups. Shareworks by Morgan Stanley simplifies the complexities of equity plan management, helps you engage with your employees and provides your business with the tools it needs to comply with local tax and regulatory requirements. Request a free demo today.
2020-09-0741 minEU-Startups Podcast
EU-Startups PodcastEpisode 3 - Florian GschwandtnerInterview with Runtastic founder Florian Gschwandtner The EU-Startups Podcast is powered by Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service, Shareworks by Morgan Stanley provides solutions designed for the unique needs of startups. Shareworks by Morgan Stanley simplifies the complexities of equity plan management, helps you engage with your employees and provides your business with the tools it needs to comply with local tax and regulatory requirements. Request a free demo today.
2020-08-0334 minEU-Startups Podcast
EU-Startups PodcastEpisode 2 - Riccardo ZacconiInterview with King.com founder Riccardo Zacconi The EU-Startups Podcast is powered by Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service, Shareworks by Morgan Stanley provides solutions designed for the unique needs of startups. Shareworks by Morgan Stanley simplifies the complexities of equity plan management, helps you engage with your employees and provides your business with the tools it needs to comply with local tax and regulatory requirements. Request a free demo today.
2020-07-1726 minLayout
Layout165: A Russian Doll of TopicsThis week we talk about some apps that try too hard, Rafa's Handmirror app, Uncharted 4 (welcome to 2016!) and finally discuss the design of new PS5 game controller because Layout is a gaming show now apparently.Show Notes FerriteLumaFusionShareworksBootstrap960 grid systemHandmirrorDustin Senos on TwitterUncharted 4SomegoodnewsIntroducing DualSense, the new PS5 controllerSebastian de With on the DualSense"Can't believe the new PS5 controller has a honk button!"The Boomerang controllerRecommendations OzarkiPad Main Menu Concept Hosts Kevin Clark (@vernalkick) Rafael Conde (@rafahari)
2020-04-101h 24KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building StrategiesPodcast Episode 40This week in our Your Stock, Our Take segment we look at Solium Capital Inc. (SUM:TSX), who’s core cloud enabled software-as-a-service offering, Shareworks, helps both private and public companies with issuance and exercise of equity (stock) incentives and the plethora of financial reporting and compliance documents they are required to file. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Sangoma Technologies Corp. (STC:TSX-V), from our Canadian Discovery Small-Cap Portfolio. The stock is up 38% this month driven by strong Q3 earnings. Finally, our Dog of the week is LXRandCo Inc...
2018-06-0128 min