Stock 'N Roll is dedicated to unraveling the complexities of equity compensation and highlighting the challenges and best practices that shape the industry. We engage in meaningful conversations with industry experts and thought leaders, aiming to provide actionable insights and strategies for professionals across all levels.
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Equity Management Platform Podcasts
The Innovators & Investors Podcast: Connecting the Startup Ecosystem. We are on a mission to bridge the gap between founders, investors, and industry leaders across the early-stage ecosystem. By bringing together visionaries from cutting-edge startups, venture capitalists, family offices, angel investors, accelerators, and studios, we offer a platform for sharing invaluable insights, market trends, and first-hand experiences. Whether you’re an entrepreneur navigating the challenges of buildi ...
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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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’In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macr ...
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The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)
Sam Charrington
Machine learning and artificial intelligence are dramatically changing the way businesses operate and people live. The TWIML AI Podcast brings the top minds and ideas from the world of ML and AI to a broad and influential community of ML/AI researchers, data scientists, engineers and tech-savvy business and IT leaders. Hosted by Sam Charrington, a sought after industry analyst, speaker, commentator and thought leader. Technologies covered include machine learning, artificial intelligence, de ...
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Welcome to Be a Smarter Homeowner podcast, where hosts, Beth Dodson and John Bodrozic are dedicated to helping you save money and get organized while managing, maintaining, protecting, improving, and eventually buying or selling your largest financial asset and biggest expense, your home. Discover how easy it is to be a smarter homeowner. Having worked with homeowners for over 20 years, your co-hosts are two of the three co-founders of HomeZada, a digital home management software platform th ...
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Manned Up Conversations is a dynamic platform committed to fostering open, honest, and transformative discussions among men from all walks of life. Our mission is to challenge outdated notions of masculinity and provide a safe space where men can freely explore their emotions, experiences, and struggles without fear of judgment. Through insightful content and interactive dialogue, Manned Up Conversations encourages personal growth, emotional intelligence, and meaningful change in the lives o ...
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Vested Finance is a wealth management platform headquartered in San Francisco, California, USA, with offices in Mumbai and Bangalore in India. Our mission is to empower you and give you access to the US equity market. For more insights into markets and emerging technologies, please visit our blog @ vested.co.in/blog.
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Envision RISE was founded as an evolutionary platform utilizing the methods of Organizational Change Management (OCM), Human Resource Management (HRM), and Diversity, Equity and Inclusion (DE&I) to create a powerful integration and understanding of the relationship between the organization and the actual workforce. This podcast features stories, thought leaders, and technologies driving these industries and companies towards lasting transformation.
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This podcast was created by Dr. Ngozi. Health4Naija is a Health Education platform, that brings useful health content & knowledge for the purpose of healthier people & global communities. Health4Naija helps bridge the healthcare divide by improving health literacy & promoting health equity. Please visit https://health4naija.com for additional health content. Instagram/Twitter/Facebook @Health4Naija To be a guest on the podcast you may email [email protected] with your LinkedIn profile p ...
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A podcast about venture capital, and what is happening each week. We discuss who is getting funded. Why specific companies were funded and much more relating to who the next big unicorn will be.
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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Welcome to the HR Huddle, the ultimate resource for all things HR. This podcast is comprised of two unique mini-shows where we will be: Spilling The Tea On HR Tech with Chief Research Officer and HR tech market influencer, Stacey Harris and Cliff Stevenson, Sapient Insights Group, Director of Research, AND breaking down the messy stories that everyone in human resources has in HR - HR We Have a Problem, with Teri Zipper - global HR consulting expert and Sapient Insights Group CEO featuring w ...
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The community for learning, talent and training professionals. Sign up to our newsletter free here http://bit.ly/TJwire
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Welcome to Real Estate Investing On Point, the premier podcast for real estate investors who are looking for expert insights, practical strategies, and inspirational stories to take their investing to the next level. Hosted by seasoned real estate investors, fund managers, and business partners Peter Neill and Ron Lockhart, each week they share their knowledge, experience, and valuable tips for success in real estate investing and life. Every episode is carefully curated to provide the liste ...
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On our #CIBCInnovationEconomy podcast series, hear from leaders, entrepreneurs, experts and venture capitalists about the changing dynamics of the North American innovation economy.
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Racism is a Public Health Crisis: Critical Conversations with KinectEDucation
Briana Williamson M.S, Dr. Kelly Meier
This season of the KinectEd Podcast themed, Racism is a Public Health Crisis, sponsored by BlueCross BlueShield Minnesota, brings together a powerful lineup of guests, offering a multifaceted exploration of how racism intersects with public health. Listeners can expect to hear from a diverse range of voices, each providing unique perspectives on the systemic challenges and opportunities for change in healthcare and beyond. Some of the notable guests this season include Dr. Reggie Edwards, th ...
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In the world of stock trading, finding a platform that offers both ease of use and robust features is key to success. Dhan App is one such platform designed for individuals and traders who want to experience seamless trading, from equities to futures and options. If you're a newcomer or an experienced trader, Dhan App provides a wide range of tools to meet your needs. By using the Dhan App Referral Code "ASAR14", you can unlock a 500 Rs bonus to kickstart your trading journey. This article w ...
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Leaders are pulled in all directions. There is no rule book. Beginning with 'No Grit No Pearl' each episode of the Gritty Leaders podcast explores a tension or paradox of leadership asking how founders, entrepreneurs and scale-up CEOs decide which way to turn. Published fortnightly, each Gritty Leaders episode: o Is for leaders in start-up and scale-up growing companies o Asks directly about the tough decisions of leadership: strategy to tactics; the rough and the smooth o Tells real stories ...
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Spilling the Tea on HR Tech - The three forces reshaping the HR tech landscape from walled gardens to AI interfaces and what practitioners need to know.
52:18
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52:18In this episode of Spilling the Tea on HR Tech, Stacey Harris and Cliff Stevenson interview guest George LaRocque, WorkTech’s Founder and Chief Analyst, to discuss the state of the HR tech market and where it's heading. The conversation explores how investment activity, market data, and adoption trends come together to paint a realistic picture of …
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High-Efficiency Diffusion Models for On-Device Image Generation and Editing with Hung Bui - #753
52:23
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52:23In this episode, Hung Bui, Technology Vice President at Qualcomm, joins us to explore the latest high-efficiency techniques for running generative AI, particularly diffusion models, on-device. We dive deep into the technical challenges of deploying these models, which are powerful but computationally expensive due to their iterative sampling proces…
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Gold, Oil, and Rare Earths: Commodities on the Move
12:58
12:58
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12:58With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for these markets and how commodities can fit into portfolios today. This episode was recorded on October 27, 2025. The opinions and views expressed herein are as of the date of publication, subject to change w…
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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
1:29:59
1:29:59
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1:29:59Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …
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From search to answers: How AI is changing the game
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25:25How is generative Artificial Intelligence impacting online search tools, and what does the future of search look like? That’s the focus of conversation between Elisa Di Marco, Investment Director and Analyst and Portfolio Manager Casey McLean. Elisa and Casey unpack the shift from traditional search engines to AI-powered “answer engines” such as Go…
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Momentum Series: Bridging Science and Consumer Satisfaction with Tastry Founder and CEO Katerina Axelsson
27:24
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27:24In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Katerina Axelson, founder of Tastry. Katerina shares her journey from aspiring scientist to entrepreneur, highlighting the importance of understanding consumer preferences through chemistry. She discusses the challenges of introducing innovative technology in …
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‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha
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33:27What's driving opportunities in alternative assets, and how are investors adapting to an accelerating pace of change? Sixth Street Co-Founder, CEO, and Co-CIO Alan Waxman discusses his career and the importance of flexibility in finding alpha on the latest edition of Goldman Sachs Exchanges: Great Investors. This episode was recorded on September 3…
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Are Your Equity Incentives Competitive? The Art and Science of Benchmarking with Michael Sterchi
28:31
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28:31This is the first out of two, in our short series on Benchmarking. In this episode, we're talking about benchmarking in general, what it is, why you need it and what competitive equity packages actually look like in the market. We even discuss some key differences between the US and here in Europe. The host and CEO of Optio Christoffer Herheim is j…
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HR, We Have a Problem - Why traditional hiring methods fail entry-level positions and how the "One Layer Deep" approach transforms recruiting speed and candidate quality.
43:49
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43:49In this episode of HR, We Have a Problem, Teri Zipper and guest Libby DeLucien, Founder of WootRecruit, discuss common hiring mistakes, the role of AI in recruiting, and why companies need to rethink their approach to attract quality candidates. The conversation covers how personal development directly impacts leadership effectiveness and why treat…
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Vibe Coding's Uncanny Valley with Alexandre Pesant - #752
1:12:36
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1:12:36Today, we're joined by Alexandre Pesant, AI lead at Lovable, who joins us to discuss the evolution and practice of vibe coding. Alex shares his take on how AI is enabling a shift in software development from typing characters to expressing intent, creating a new layer of abstraction similar to how high-level code compiles to machine code. We explor…
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Making Sense of Weak Job Growth Alongside Solid GDP Growth
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19:13Goldman Sachs Research’s Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a slowing labor market. This episode was recorded on October 20, 2025.The opinions and views expressed herein are as of the date of publication, subject to change without notice and may not necessarily r…
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Money Made Personal: Adrianna Adams on Financial Planning for Millennials and Gen Z
24:18
24:18
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24:18How can financial planning evolve from numbers on a spreadsheet to a tool for shaping life goals? Adrianna Adams, Head of Financial Planning at Domain Money, joins Fintech Files to explore how technology and new fee models are transforming the way millennials and Gen Z engage with their financial futures. Drawing on her journey into the field, Adri…
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Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes
1:29:59
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1:29:59While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is …
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FarmBlox's Modular Automation: Building the Future of Smart Agriculture with Nathan Rosenberg
41:07
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41:07In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Nathan Rosenberg, founder and CEO of FarmBlox, to explore how technology is addressing critical labor shortages in agriculture. Nathan shares the origin story of FarmBlox, highlighting their modular IoT platform designed to automate specialty crop farming ta…
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‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter
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31:42In the latest episode of Goldman Sachs Exchanges: Great Investors, Byron Deeter, a partner at Bessemer Venture Partners, discusses the venture capital landscape and the most promising developments in artificial intelligence and the software industry with Goldman Sachs’ Ken Hirsch. This episode was recorded on September 23, 2025. The opinions and vi…
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First-Time Homebuyers: The 4 Phases to Get it Right
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46:03Summary In this episode of the Be a Smarter Homeowner podcast, hosts Elizabeth Dodson and John Bodrozic share their personal experiences as first-time homeowners and provide valuable insights into the home buying process. They discuss the importance of financial readiness, the significance of choosing the right location, and the criteria for select…
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Spilling the Tea on HR Tech - Why compliance is HR tech's hottest topic in 2025 and how AI automation is freeing HR teams to do more strategic work.
49:23
49:23
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49:23In this episode of Spilling the Tea on HR Tech, Stacey Harris and Cliff Stevenson discuss why compliance has become the surprising number one topic in HR technology, exploring how AI is changing verification processes and I-9 management. They cover major market moves including Qualtrics' $6.7 billion acquisition of Press Ganey and break down Dayfor…
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Momentum Series: AI-Driven Marketing for Law Firms with FirmPilot Founder Jake Soffer
21:31
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21:31In this episode of the Innovators & Investors Podcast, host Kristian Marquez speaks with the CEO and Founder of FirmPilot, Jake Soffer. Jake shares his journey of creating FirmPilot to help law firms with marketing and SEO challenges, inspired by assisting his attorney brother. Jake covers the value of using AI and data-driven strategies, focusing …
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What Every Homeowner Should Know About Shutoffs and Safety
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32:24Summary In this episode of the Be a Smarter Homeowner Podcast, hosts Elizabeth Dodson and John Bodrozic discuss essential knowledge every homeowner should have regarding their home's utilities. They emphasize the importance of understanding how to manage water, electricity, and gas systems to prevent damage and ensure safety. The conversation cover…
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Managing Bipolar Mood Disorder Through Poetry with Delile Ndumo
1:05:46
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1:05:46Send us a text This Mental Health Awareness Month, we welcome long-time supporter Delile Ndumo to share his powerful story of life following his 2012 diagnosis with Bipolar Mood Disorder. Delile's struggles were awakened by the suppressed grief following his father's passing in 2009. He details the challenging journey of finding the right combinati…
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Dataflow Computing for AI Inference with Kunle Olukotun - #751
57:37
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57:37In this episode, we're joined by Kunle Olukotun, professor of electrical engineering and computer science at Stanford University and co-founder and chief technologist at Sambanova Systems, to discuss reconfigurable dataflow architectures for AI inference. Kunle explains the core idea of building computers that are dynamically configured to match th…
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Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis
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1:30:00Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes. Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial adv…
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Founder-Driven Sales Build Product Success: Jonathan Lowenhar Founder of Enjoy the Work
40:50
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40:50In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Jonathan Lowenhar, founder and managing partner of Enjoy the Work, to explore the challenges founders face as their startups grow. Jonathan shares his perspective on why successful founders often lose control of their companies, the gap between founding a st…
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The Rise of Secondaries: Unlocking Liquidity in Private Markets
18:07
18:07
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18:07Once a niche segment, the private equity secondaries markethas seen substantial growth and is reshaping the broader alternative asset landscape. In this episode, Goldman Sachs’ Harold Hope and Alex Blostein discuss the evolution of the private equity secondaries market. This episode was recorded on September 29, 2025. The opinions and views express…
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Homeowner Survival Guide: Claims, Contractors & Chaos
59:48
59:48
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59:48Summary In this episode, Elizabeth Dodson and John Bodrozic share their harrowing experience with a water damage emergency in their home. They recount the chaotic moments when they were awakened by screaming smoke detectors, leading to the discovery of water pouring from their light fixtures. The couple discusses the immediate actions they took, in…
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HR, We Have a Problem - From security patches to distributed ledgers - why HR tech vendors without Web3 strategies will become competitive liabilities.
55:42
55:42
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55:42In this episode of HR, We Have a Problem, Teri Zipper and guest Dennis Hill, Founder of Sagacity, LLC, and Chairman/President/CEO at IHRIM, explore Web3, blockchain, and distributed ledger technologies that promise to solve the security problems that have plagued HR systems for 60 years. The conversation covers data ownership rights, the shift towa…
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The Momentum Series: Investing in Legal Innovation with Zach Posner
27:06
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27:06In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Zach Posner, Co-Founder and Managing Director of The Legal Tech Fund. They discuss the fund’s investment thesis, focusing on companies transforming the legal industry. Zach also shares insights on their approach to identifying startups, the importance of found…
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How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The opinions and views expressed herein are as of the date of publication,…
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Recurrence and Attention for Long-Context Transformers with Jacob Buckman - #750
57:23
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57:23Today, we're joined by Jacob Buckman, co-founder and CEO of Manifest AI to discuss achieving long context in transformers. We discuss the bottlenecks of scaling context length and recent techniques to overcome them, including windowed attention, grouped query attention, and latent space attention. We explore the idea of weight-state balance and the…
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Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of "Calm Excellence" with Lisa Brown
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1:30:00Given the high stakes involved (and the desire to provide high-quality service) when working with clients, it can be tempting for financial advisors to lean into perfectionist tendencies. However, doing so can sometimes lead to overwork and potentially burnout, particularly as a firm grows over time. Lisa Brown is the President of Greenwood Gearhar…
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Communicating Equity Programs: Insights from Deloitte's Jane Darlington
55:10
55:10
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55:10By Christoffer Herheim
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Building Entrepreneurship in Research Park at Florida Atlantic University: A Conversation with Andrew Duffel, President of Research Park
37:15
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Spilling the Tea on HR Tech - How the “bring-your-own-AI” gap and $100,000 H1-B visa changes are forcing small businesses to fundamentally rethink talent and technology strategies.
1:06:30
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1:06:30In this episode of Spilling the Tea on HR Tech, Stacey Harris and Cliff Stevenson discuss the reality of AI adoption in HR, exploring the "Bring Your Own AI" phenomenon where 81% of HR professionals are using AI tools but only 14% have company-paid access. They also examine how recent policy changes, including H1-B visa cost increases to $100,000, …
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Momentum Series: Revolutionizing the Hourly / Shift Workplace with GAGE Founder Justin Henshaw
22:05
22:05
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22:05In this episode of the Innovators & Investors Podcast, host Kristian Marquez speaks with the Founder and CEO of GAGE, Justin Henshaw. Justin shares his entrepreneurial journey, highlighting his military background and transition into business. He discusses the inspiration behind GAGE, a platform designed to recognize and score the contributions of …
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The Decentralized Future of Private AI with Illia Polosukhin - #749
1:05:03
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1:05:03In this episode, Illia Polosukhin, a co-author of the seminal "Attention Is All You Need" paper and co-founder of Near AI, joins us to discuss his vision for building private, decentralized, and user-owned AI. Illia shares his unique journey from developing the Transformer architecture at Google to building the NEAR Protocol blockchain to solve glo…
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Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung
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1:30:00While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Fina…
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Disrupting Property Management: How DAISY Uses AI and Technology to Revolutionize HOAs
41:01
41:01
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41:01In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Yotam Cohen, co-founder and CEO of Daisy, a technology-driven property management company focused on transforming homeowners associations (HOAs). Yotam shares how a personal frustration with outdated property management inspired him to create an end-to-end p…
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Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sachs Research. This episode was recorded on September 25, 2025. The opin…
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Australian Equities: Where are we now, and what’s next?
23:35
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23:35Following a volatile reporting season, we’re seeing one of the “unhappiest bull markets” in recent years. That’s according to Matt Williams, Head of Australian Equities at Airlie Funds Management. He joins Amy Manns, Relationship Manager at Magellan Investment Partners in this episode to discuss how Australian Equities are faring and what’s next fo…
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AI-Driven Investing: Alex Sen & Nnamdi Okike on Transforming Venture Capital and Private Equity
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44:36In this episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris are joined by Alex Sen, CEO of Meridian, and Nnamdi Okike, an investor associated with Meridian, to discuss the transformative role of AI and software in private equity and venture capital investing. Alex shares his journey from nearly a decade in private equity, ba…
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Bridging the IT Channel: Building Community, Scaling Marketplaces, and Harnessing AI for Growth
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44:40In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Kevin Lancaster, founder and CEO of Channel Program, to explore the challenges and opportunities within the fragmented IT channel marketplace. Kevin shares his entrepreneurial journey from founding a government contracting firm to building and exiting a cybe…
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Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, and Goldman Sachs’ Joseph Briggs discuss data quality, political influ…
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HR, We Have a Problem - Why leadership and culture are inseparable forces that drive sustainable business results and how adaptive organizations build psychological safety to thrive through change.
52:00
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52:00In this episode of HR, We Have a Problem, Teri Zipper along with Susan Richards and guests Tee Thorsen, LAITHOS Co-Founder and Managing Partner, and Mary Ellen Clagett, LAITHOS Leadership Catalyst and Co-Founder and Managing Partner, explore how leadership directly shapes organizational culture and why both elements are critical for driving sustain…
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From PhD to CEO: Michael Johnson on Innovation, AI Adoption, and Building NJ’s Unique Venture Studio
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45:00In this episode of The Innovators & Investors Podcast, host Christian Marquez speaks with Michael Johnson, President of the New Jersey Innovation Institute (NJI). Michael shares how NJI bridges the gap between academia and industry by accelerating translational research, fostering innovation, and supporting workforce upskilling. He discusses NJI’s …
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Inside Nano Banana 🍌 and the Future of Vision-Language Models with Oliver Wang - #748
1:03:39
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1:03:39Today, we’re joined by Oliver Wang, principal scientist at Google DeepMind and tech lead for Gemini 2.5 Flash Image—better known by its code name, “Nano Banana.” We dive into the development and capabilities of this newly released frontier vision-language model, beginning with the broader shift from specialized image generators to general-purpose m…
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From Podcasts to Platforms: Grace Gong on Building Community and AI’s Next Wave
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49:28In this episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris sit down with Grace Gong, acclaimed VC podcaster, investor, and founder of the Smart AI Conference. Grace shares her inspiring journey from international student to a premier voice in tech and venture, hosting top shows like "Venture with Grace" and "Smart Venture P…
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Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott
1:29:59
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1:29:59Scaling a solo advisory firm into a thriving team-based business takes more than strong systems—it takes a shared sense of purpose and values that guide every decision. This episode explores how one advisor used a living "Blueprint" to align her team, empower her staff, and create a consistent, values-driven client experience. Hilary Hendershott is…
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A Deep Dive into the UK’s Leading Tax-Advantaged Share Plans with Chris Fallon
41:34
41:34
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41:34In our latest Stock 'N Roll podcast episode, we sat down with Chris Fallon, Legal Director at Tapestry Compliance, to demystify two of the most prominent all-employee schemes in the UK: the Share Incentive Plan (SIP) and the Save-As-You-Earn (SAYE) plan. For those living or operating in the UK, understanding these plans is crucial for optimizing fi…
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Healthcare Innovation and Venture Capital with Brian Armstrong of Ensemble Innovation Ventures
45:00
45:00
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45:00In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Brian Armstrong, Managing Director of Ensemble Innovation Ventures, to explore the dynamic world of healthcare venture capital. Brian shares how Ensemble focuses on investments in health tech and tech-enabled services that enhance both patient care and backe…
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Transforming Due Diligence with AI: Wokelo’s Automation of Private Market Research and Risk Analysis
44:11
44:11
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44:11In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sid Masson, co-founder and CEO of Wokelo AI, to explore how their platform is transforming due diligence and research workflows in private equity, venture capital, consulting, and banking. Sid shares the origins of Wokelo AI, born from firsthand experience w…
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