Send us a text 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, whe...
Jun 19, 2024•1 hr 5 min
Send us a text 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...
Mar 23, 2024•27 min•Season 1Ep. 21
Send us a text 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 profi...
Feb 16, 2024•16 min
Send us a text 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...
Nov 29, 2023•46 min•Season 1Ep. 19
Send us a text 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...
Jul 09, 2023•29 min•Season 1Ep. 18
Send us a text 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 ...
Feb 27, 2022•21 min•Season 1Ep. 17
Send us a text 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 busines...
Jan 21, 2022•56 min•Season 1Ep. 16
Send us a text 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 bus...
Dec 25, 2021•48 min•Season 1Ep. 15
Send us a text On today's episode, we have Jim Rogers, billionaire co-founder of The Quantum Fund and Soros Fund Management. Mr. Rogers is known by many in the finance world as one of the greatest investors of all time . From 1973 to 1980, the Quantum Fund portfolio gained 4,200% while the S&P advanced only about 47%. He is also accredited as the creator of the Rogers International Commodities Index (RCI) and co-founder of Soros Fund Management. In addition, Rogers is a holder of three Guinn...
Oct 01, 2021•35 min•Season 1Ep. 14
Send us a text GTOAT- The Greatest Trade of All Time. On today’s episode we have one of the best if not the best hedge fund manager of all time , John A. Paulson. And today we reveal how he pulled off his Big Short during the 2008 financial crisis. Paulson leads Paulson & Co. , a New York-based investment management firm he founded in 1994 and turned his hedge fund into a family office in 2020. He has been called "one of the most prominent names in high finance" and "a man who made one of th...
Aug 21, 2021•1 hr 5 min•Season 1Ep. 13
Send us a text CHAPTER MARKERS: 0:09- Introduction 1:35- Chris Larsen's Origin Story 4:35- The Story of E-loan. 8:40- Chris Larsen's greatest challenge starting E-loan. 11:25- His advice for all future & present entrepreneurs and What makes a great entrepreneur 16:52- The Overview & Creation of Ripple and XRP. 20:45- How Chris Larsen got into cryptocurrency. 22:15: Chris Larsen’s opinion on Bitcoin and its energy usage 23:24- What makes XRP so valuable? 24:30- What is a cryptocurrency? 2...
Jul 22, 2021•54 min•Season 1Ep. 12
Send us a text CHAPTER MARKERS: 0:00- Introduction 1:30- How Hubert Got Started in Business 2:52- Why He left Carlson for Best Buy? 5:27- The REVIVAL of Best Buy 10:03- Why Businesses NEED People 13:09- Challenges & Accomplishments of Best Buy 16:40- How to be a Great Leader 17:45- Principles to Follow for Success 22:47- How to Find YOUR Meaning and Purpose 25:51- Why Passion Leads to Happiness and Success 29:44- 4 Elements to Find Meaning in a Job 34:11- Aiming for Perfection → FAILURE 35:5...
Jun 29, 2021•43 min•Season 1Ep. 11
Send us a text On today’s episode I talk to Glenn Hubbard. Mr. Hubbard is widely considered as one of the greatest economists in the world. He was also The Former Chairman of The Council of Economic Advisers under President George W. Bush from 2001 to 2003. Mr. Hubbard was The Dean at Columbia University’s School of Business from 2004 to 2019. From 1991 to 1993, he was The Deputy Assistant Secretary of Tax Policy to The US Treasury under President George H. W. Bush. Lastly, he was the Former Cha...
Apr 22, 2021•46 min•Season 1Ep. 10
Send us a text Wall Street Legend, Renowned Investor, and Philanthropist. On today’s episode will be with billionaire investor Leon Cooperman. Who is considered by many in the finance world as one of the greatest investors of all time. A self made billionaire who reached a peak net worth of $3.3 billion back in 2020, and is now worth $2.5 billion. This is due to his philanthropic givings in the past year, and a half. Directly after graduating from Columbia, Cooperman joined Goldman Sachs. He spe...
Mar 05, 2021•48 min•Season 1Ep. 9
Send us a text Roy Kuan, was the managing partner at CVC Capital Partners. He was the Head of Asia for CVC Capital, but retired in 2018. CVC is a top 5 private equity firm in the world, managing over 109 billion dollars in assets. Roy led and raised the LARGEST private equity fund in Asia. Roy has been featured on CNBC twice. Roy got his B.A from Georgetown University, and his MBA at The Wharton School of Business. Today Roy and I will be simplifying leveraged buyouts, which is a type of acquisi...
Feb 13, 2021•39 min•Season 1Ep. 8
Send us a text Howard Marks is the Co-Founder/Co-Chairman of Oaktree Capital. His company is the largest investor in distressed securities worldwide. His company manages over $124 billion dollars in assets. Howard Marks is widely considered as one of the greatest investors in the world. Mr. Marks is called, “The master of the market cycle”. In 2020, with a net worth of $2.1 billion, Marks was ranked No. 391 on the Forbes 400 rankings of the wealthiest Americans. During the financial crisis of 20...
Dec 21, 2020•42 min•Season 1Ep. 7
Send us a text Welcome to the 5th episode of the podcast. I am joined by a very very special guest, Mark W. Nelson, The Dean at Cornell University’s School of Business. Mark W. Nelson is the Anne and Elmer Lindseth Dean and Professor of Accounting at the Samuel Curtis Johnson Graduate School of Management in Cornell’s SC Johnson College of Business. He received his BBA degree from Iowa State University and his MA and PhD degrees from The Ohio State University. Dean Nelson is responsible for John...
Oct 15, 2020•34 min•Season 1Ep. 5
Send us a text In the fourth episode of the podcast, I talk to The Chair of Entrepreneurship Jon Fjeld at Duke Fuqua’s School of Business. In this discussion Professor Fjeld and I talk about the fundamentals of entrepreneurship and entrepreneurial strategy. From December, 2000, until July, 2004, Jon served as vice president of engineering for Align Technology in Santa Clara, CA. Between 1995 and 2000, he served as CEO of two RTP venture backed firms: Geomagic, a 3D software company and NetEdge S...
Sep 04, 2020•52 min•Season 1Ep. 4
Send us a text In today’s episode, I am joined by Professor Fred Feinberg from the University of Michigan Ross School of Business. Mr. Feinberg got his PhD from MIT, and is the current chair of marketing at the Ross School of business. Prof. Feinberg's research examines how people make choices in uncertain environments. His work focuses on using statistical models to explain complex decision patterns, particularly involving sequential choices among related items (e.g., brands in the same categor...
Aug 10, 2020•56 min•Season 1Ep. 3
Send us a text In the second episode I talk with Professor Torsor Kotee of UC Berkeley Haas. UC Berkeley Haas has been named the 3rd best undergraduate business school in the nation for many years. Torsor is the founder of an Tech-Ed startup called, “market games”. This game allows a student to experience what an entrepreneur or a business leader experiences. Having to deal with ambiguity when making decisions, knowing outcomes are uncertain. His game can simulate that real-world experience. His...
Apr 08, 2020•1 hr•Season 1Ep. 2
Send us a text In this interview I talk with Tim Draper of Draper Associates. Mr. Draper has been listed as the 7th best venture capitalist in the world on the Forbes Midas List, as well as the 48th most influential Harvard Alum. In today’s fireside chat Tim and I talk about his career as a venture capitalist, how he evaluates companies to invest in, his most notable investments and why he invested in them, risk management, his outlook on the US economy due to Covid-19, why bitcoin should be the...
Jan 31, 2020•32 min•Season 1Ep. 1
