Episode #2 - Elizabeth Nesvold, Head of Asset & Wealth Management at Raymond James Investment Banking
Can You Hold My Attention? The Derek Bruton Podcast
I really enjoyed this conversation with Elizabeth Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking at Raymond James, about the raging party that is consolidation / Mergers & Acquisitions (M&A) across our industry. Liz provided some astute insight into this booming landscape, as well as to how financial advisors are turning to M&A as a way to bring the resources they need to continue to grow their business. How & why M&A has accelerated this year after an initial slowdown How advisors are leveraging M&A to move beyond the “Valley of Death” Behind-the-scenes intelligence on valuation pricing and how it works What qualities command a premium valuation for an advisory firm, and what can drive down a valuation Areas within our industry in which Liz sees potential value at lower multiples
Total mack, Swervy Lee, and No Chill Drew are back along with special guests Ooh Op Jeff and Avi for our annual Wrestlemania roundtable. This week is all about Wrestlemania so enjoy our takes and be sure to let us know your opinions
Pavel Molchanov of Raymond James: A Longtime Energy Analyst on ESG Raters, Reporting Frameworks, SPACs, and the UN Sustainable Development Goals
In this episode Kaitlyn Allen (Global Affairs Associates President & CEO) is joined by Pavel Molchanov, a Director with Raymond James & Associates and an expert in Renewable Energy and Clean Technology with nearly two decades’ experience following energy at Raymond James. Pavel’s work spans all aspects of sustainability-themed technologies, including solar, wind, biofuels, electric vehicles, hydrogen, power storage, grid modernization, and water technology. Within the energy research team, he writes about the broader topics of geopolitical and regulatory issues, climate change, and ESG investing. Kaitlyn and Pavel explore the topic of ESG rating/ranking tools to measure an organization’s effectiveness. Pavel makes a helpful comparison to credit ratings agencies when asked how he uses popular ESG raters such as MSCI, Sustainalytics, et al. Pavel, however, surprises Kaitlyn with his observation as to which corporate reporting framework is the most ideal, leading to an interesting discussion on how markets are aligning with the UN Sustainable Development Goals (SDGs). The UN SDGs“…provide(s) a shared blueprint for peace and prosperity for people and the planet, now and into the future. At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries - developed and developing - in a global partnership.” Kaitlyn and Pavel specifically explore SDG 3 – Good Health and Well-Beingand SDG 6 – Clean Water and Sanitation, and their connectedness to Pavel’s work. They also discuss the recent growth in the number of Special Purpose Acquisition Companies (SPACs), and any ESG correlations with how they function. In a light moment, Pavel reveals his Trekkie-side and love for Star Trek. He is the second admitted Trekkie to join this podcast. Is there a connection with ESG and Star Trek fans?!? Live long and prosper…and enjoy this episode!
Episode 51: Zach Tussel, Raymond James Financial Advisor, 3/8/2021
The LKN Experience
Our guest for Episode 51 is Zach Tussel (Our 1st Financial Advisor guest).Zach is a Financial Advisor with Raymond James Financial located in Denver, NC, and is also a Co-Leader of the Young Professionals group based out of Lincoln County, NC. Zach talked about what brought him to Denver, NC, the Young Professionals Group, a few of his hobbies, and of course investment strategies and investment vehicles. Zach also reviewed a lot of very informative and timely “Educational Topics” including his role as an Advisor and Fiduciary, the importance of understanding the Stock Market at a young age, and also shared information about Compound Interest, IRAs, and Roth IRAs. I was really impressed with some of the creative ways that Zach educates his clients and how he serves them throughout the year. And whether you have been investing for a long time or if you’re new to investing (or want to encourage your kids to start learning more about the Market and how it works), Zach is a great resource. And I couldn’t help it; I also asked him a question about Game Stop! Contact Information for our guest:You can reach Zach Tussel at Raymond James: On Facebook at https://www.facebook.com/ZachTusselWebsite: https://www.financialadvisorsdenvernc.comLinkedIn: https://www.linkedin.com/in/zacharytusselPhysical Address: 2326 N. Highway 16, Denver, NC 28037Phone: (704) 483-8500Email: Zach.Tussel@RaymondJames.comYouTube Educational Video SeriesInformation regarding our Episode Sponsor, Albertine Florals Wine, and Gifts:On Facebook at https://www.facebook.com/AlbertinefloralsOnline: https://albertineflorals.com/On Instagram at @albertine.shopPhysical Address: 751 NC-16 Business Suite J Denver, NC 28037Phone: (704) 489-6202Information regarding our Podcast Sponsors:Mike Bagwell with Enders Insurance can be reached:· via email MBagwell@EndersInsurance.com · on his cell (704) 489-3650 · Facebook https://www.facebook.com/MikeBagwellEndersInsuranceAdvisor· on LinkedIn www.linkedin.com/in/mikebagwellriskmanager/ Hanna Schoenrock, the owner of WriteWell Services, can be reached: · via email firstname.lastname@example.org · on her cell (704) 956-6523 · on Facebook https://www.facebook.com/WriteWellServices · on LinkedIn https://www.linkedin.com/in/hanna-schoenrock/
Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity
Gwinnett Business Radio
Maxwell Wolk/Raymond James When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. […]The post Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity appeared first on Business RadioX ®.
Episode 71 features Marshall Adkins, a Managing Director and Head of Energy Investment Banking at Raymond James. Marshall gives us great insight into what to expect in the energy markets for next few years, as well as the leading indicators that suggest the energy space will be an attractive place to focus your attention. Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm’s Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of Energy Research for 25 years and focused on oilfield services and products. Prior to Raymond James, he spent 10 years in the oilfield services industry as a project manager, financial analyst and engineer. He holds a B.S. degree in petroleum engineering and an MBA from the University of Texas at Austin.
Another week another podcast! The boys are back to talk about the Beef between Mark Henry and Ryback, Wrestlemania locations 37-39 all being announced this past weekend, the forbidden door may be opening soon in NJPW and AEW and what is the situation with Drew Mcintyre? All this and more on this week's show!--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app--- Send in a voice message: https://anchor.fm/put-me-over-podcast/messageSupport this podcast: https://anchor.fm/put-me-over-podcast/support
Conversations with Women Leaders in Finance, with Special Guest Stephanie Lom of Raymond James
For this series within Business Better, we profile women in finance to learn about their leadership roles in financial services and capital markets. Ballard Partner and Finance Dept. Co-Chair, Emilie Ninan speaks with Stephanie Lom, Director in the Public Finance Dept. at Raymond James, to talk about the role ESG’s are playing in public finance, Raymond James’ efforts to increase the participation of women in public finance, her career path, and experience with the COVID-19 pandemic.
Renée Baker, Head of Private Client Group Advisor Inclusion Networks, Raymond James
Her Success Matters
In order to create a truly diverse financial industry, companies must implement programs and hold themselves accountable for creating an environment that appeals to women, people of color, and the LGBTQ+ community. In part two of this mini-series about racial equality in the workplace, Christine Shaw speaks with Renée Baker, Head of Private Client Group Advisor Inclusion Networks at Raymond James. Renée details the steps that Raymond James is taking to create an inclusive workplace for employees and shares her own experience with the changes that have come in the last few decades in financial services. In this episode, you will learn:What steps Raymond James is taking to create a diverse and inclusive workplaceWhy it’s important to speak to women, people of color, and members of the LGBTQ+ community who are looking to enter the industryWhat changes to diversity the financial industry has seen in the last two decadesThe importance of mentorship and sponsorship and the difference between the twoAnd more!Tune in to hear from Renée Baker, Head of PCG Advisor Inclusion Networks at Raymond James about her experience with diversity and inclusion in the workplace. Guest Bio: Renée Baker is Head of PCG Advisor Inclusion Networks at Raymond James, providing corporate support and leadership for the Women Financial Advisors Network, Black Financial Advisors Network, and Financial Advisors Network. In her role, she focuses on increasing representation of diverse advisors within the firm and the industry as a whole, working closely with Raymond James PCG Education & Practice Management
Accelerate Financial Technologies & John Boomsma (Raymond James)
Alternative Thinking: Both Sides of the Investment Coin
In this episode we chat with an ETF shop that allows investors to gain exposure to asset classes and strategies used by some of the most sophisticated endowments and institutional investors, as well as an investment advisor to HNW individuals who has a great deal of experience in the European private banking scene