In this episode of the Global Thinking Podcast, host Rob Duncan welcomes Keith Dicker, Founder and Chief Investment Officer at IceCap Asset Management, for an in-depth exploration of the global financial landscape. Keith shares captivating insights from his unique career path, the art of global investing, the power of networking, and why risk management remains the cornerstone of successful strategies. &nbsp; Rob and Keith unpack the implications of climbing long-term interest rates, the mounting pressures of government debt and why this could lead to greater opportunities in the future. Keith dives into the intricate dance of inflation and energy markets, offering a sharp perspective on how central bank policies are shaping investment challenges and why you need to keep an eye on currency markets. &nbsp; Chapters 00:00 Introduction to Global Investing Philosophy 01:34 Keith Dicker's Journey in Investment Management 05:42 Market Outlook: Opportunities and Risks 06:10 US Market Dynamics and Economic Indicators 10:04 Long-Term Interest Rates and Economic Growth 12:31 Government Debt and Fiscal Challenges 15:52 Global Savings and Investment Strategies 18:46 Currency Markets and Risk Management 22:31 US Economic Resilience and Investment Opportunities 31:41 Inflation Trends and Market Implications 32:09 Inflation Trends and Predictions 35:31 Energy Market Dynamics 37:23 Investment Strategies for Canadians 40:50 Market Opportunities and Concerns 44:04 Central Bank Policies and Currency Dynamics  50:50 Final Thoughts and Recommendations

Global Thinking Vibecession with Keith Dicker

Jules tells her start-up story:  how she invented smoked humous in her kitchen, launched Moorish Humous & Dips and grew the business into the UK’s best-selling humous and dips brand, which is sold in major supermarkets, including Waitrose and Sainsburys, and eventually selling it to Bakkavor Foods. She talked about the value of legal advice and the critical need to protect her recipes and brand from the outset, and retain control over her business as it grew. Ben talked about the commitments and risks involved in launching a lifestyle brand, and the value of practical advice when you are considering following your dream, or building your side hustle into a full-time commercial business. He spoke as an advisor to people who move to Devon to do something new, and as founder of legal tech start-up Ordli, and some common legal challenges faced by entrepreneurs and start-ups. How do you go about finding the best advisors and mentors for your new business, and what are the key qualities and critical success factors for new and aspiring founders?


Successfully launching a lifestyle business

In episode 26 of Generationship, Rachel Chalmers speaks with Rita Scroggin, founder of FirstBoard, to discuss the pressing need for diversity in leadership. Rita shares how her curated collective of female tech leaders is helping boards navigate AI disruption while tackling global challenges like cybersecurity, climate change, and health tech. Discover actionable insights for the future of leadership and collaboration.

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Generationship - Ep. #26, Solving Complex Problems with Rita Scroggin

In this episode Rob joins Forstrong CEO and Chief Investment Officer, Tyler Mordy, to unpack the defining moments of 2024 and the forces shaping 2025. The past year was further evidence we are not in a traditional economic cycle. In the face of elevated volatility, geopolitical tensions, and a charged political landscape markets powered higher. Yet, amidst the chaos, two themes stood tall: the commanding influence of tech giants and the unexpected resilience of global economic growth.  Fast forward to 2025, and the drama continues—think Netflix-worthy twists. Trump 2.0 is shaking up the global order, reviving tariffs and hinting at economic annexation with Canada in the crosshairs. Meanwhile, Canada faces a leadership vacuum, a declared “productivity emergency”, and interest rate cuts that seem to be losing their punch. South of the border, U.S. equity valuations are flirting with new records as rate cuts may be postponed and government spending finally tightens. Globally, the stakes are just as high. China’s deflationary concerns are sending shockwaves through markets, while Europe grapples with pivotal elections that could redefine its economic trajectory.&nbsp;  This episode delivers sharp insights into these unfolding narratives, offering investors a lens to navigate a year where resilience and rivalry go hand in hand. &nbsp; Chapters 00:00 2024 Review: A Year of Volatility 15:05 2025 Outlook: Key Themes and Trends 17:26 Political Landscape: Elections and Economic Policies 22:07 Trump 2.0: Implications for Canada and Global Trade 28:06 Global Economic Dynamics and the Role of the U.S. 30:28 Canada's Economic Challenges and Opportunities 32:15 The Impact of Interest Rates on Economic Growth 36:00 China's Economic Policy and Global Implications 42:04 Reflections: Documentaries and Personal Insights &nbsp;  Disclosures:&nbsp;   Global Thinking Podcast Series -&nbsp;   Global Thinking Insights -&nbsp;   Who is Forstrong Global -&nbsp;   Ask Forstrong -&nbsp;   Invest With Us - &nbsp;

Markets in Motion - Resilience and Rivalries

Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scaling their businesses through strategic CPA partnerships. 

Mohr covers Integrated’s origin story and the dynamics of integrating wealth management services into accounting firms. The discussion highlights the importance of putting the client’s needs first in the business partnerships Integrated pursues and how that can sometimes require humility and adaptability on the part of the advisor. 

 Mohr discusses the technology advancements fueling the “personalization at scale” goal that most growth-minded advisory firms strive for,  and the need for advisors to evolve into “expert coordinators of experts” leveraging partnerships to address complex client needs. 

Highlights from this episode include:

- Integrated Partners' strategy of partnering with CPAs.s
- What happens when advisors hit the “ceiling of complexity” when coordinating insurance, taxes, estate planning, and investment portfolios
- Why client retention is really the key to growth, and how advisors can use their own stories to turn those clients into “rabid fans” and natural referrals.  
- The importance of curating expert networks to bring more services to clients and the challenges some advisors have with outsourcing. 
- The impact AI will have in bringing higher degrees of specialization and personalization to financial services.

Resources:
 
RIA Edge Podcast: http://bit.ly/3YVhfof 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect with Andree Mohr:

LinkedIn: https://www.linkedin.com/in/andree-peterson/ 
Integrated Partners: https://integrated-partners.com/ 

About Our Guest:

Andree supports growth on many levels as the President of Integrated. In this role, She oversees the day-to-day operations, manages budgets, and drives the firm’s key objectives to ensure the consistent and healthy growth of the organization. A particular passion of hers is helping entrepreneurial-minded financial advisors implement strategic operations that enhance efficiencies, foster practice growth, and bring their business visions to fruition. Through Integrated’s CPA Alliance program, she assists CPA partners in monetizing their most trusted advisor status while simultaneously aiding clients in their financial planning and tax needs.

She is also the co-author of “Center Stage: How to Become the Star of Your Practice” along with Matt Ackermann. The book focuses on operational, team building, and business processing efficiencies to help empower advisors to streamline their practices. The end result: advisors will have a roadmap to grow their business, leave a lasting legacy, and ultimately provide a boutique, concierge, memorable experience for their clients.

Her professional background includes graduating from Northeastern University, with an emphasis on experiential learning. She has been supporting advisors in various capacities for the last 13 years and truly enjoys helping them with their growth endeavors, facilitating business optimization, and ultimately watching them realize their goals.

Rounding out her life involves spending time with her husband and twin daughters, passionately cheering on the New England Patriots, traveling, and supporting charitable causes that are important to her.

Integrated Partners’ Andree Mohr on Sophisticated Financial Planning & the ‘Ceiling of Complexity’

Planning For Retirement

China is pivoting from infrastructure-heavy stimulus to targeted consumer support, but will it be enough to sustain growth? This week on China of Tomorrow, Liqian Ren breaks down Beijing’s evolving playbook, from service-sector subsidies to the political sensitivities shaping its response to U.S. actions in the Middle East. Listen now to hear how domestic policy and global dynamics are reshaping China’s economic path.

China’s Economic and Global Shift

Originally loaded October 18th, reloaded July 3rd.
Wednesday June 12, 2024, MBN's Jeffrey Mosher hit the road and caught the VIP Q & A Workshop session following a Leadership Talk. This is audio number 2 of 3 from that day.

In this video you catch a can’t miss event where the gathering in REO Town heard from Matthew Pollard, the Rapid Growth Guy. Mr. Pollard was kind enough to stick around and answer several questions for the set hosted by Reuben Levinsohn of Washington Avenue Advisors in this nearly 50 minute session. 

Overall points covered, included:

The Importance of Business Valuation and Systemization

Creating a Business that is Sellable and Achieving Goals

Storytelling and Marketing

Effective Communication and Sales

Personal Storytelling and Introversion

Case Studies and Long-term Planning

It preceded a Business Valuation Workshop including Michael Maddox, host of MBN’s ‘Getting A Grip’ from the Cadillac Room Wednesday, June 12th.

In the Business Valuation Workshop, for the next video attendees discover the 8 keys to unlocking growth, building a great organization, and achieving clarity in your company's vision. Led by industry experts Reuben Levinsohn and Nicholas Pope of Washington Avenue Advisors, and joined by Professional EOS Implementer Mike Maddox, this series equips entrepreneurs with the tools to maximize their business's value and prepare for a successful exit. Upcoming videos will share from that part of the day.
Our live workshop series will help you to:
• Understand the 8 drivers of business growth
• Understand the 6 keys to building a truly great organization
• Learn how to achieve a clear company vision
• Instill discipline and accountability throughout the organization
• Roll up your sleeves and confront organizational issues head-on
• Strengthen your business and produce powerful results
Don't let your business stagnate—join us to strengthen your business and produce powerful results!

Who should attend in October if you missed the June event?

Open-minded and growth-oriented owners and leaders of businesses with 10 or more employees, who want to take their company from good to great!

These take place directly after Leadership Talks (like June's with Matthew Pollard).

Reuben Levinsohn and Mike Maddox were hosting workshops focused on helping you grow your business VALUATION, something very few entrepreneurs focus on with intention in their annual and quarterly growth strategies. We’ll also be providing attendees with an opportunity to assess their personal + business ‘Exit Readiness’ and build an action plan from it.     The events on June 12 and October 17 are in person – with amazing speakers!   Breakfast and lunch are provided at these also. 

Registration for the upcoming October event is required:  
https://www.waadvisors.com/events

» Visit MBN website: www.michiganbusinessnetwork.com/
» Watch MBN’s YouTube: www.youtube.com/@MichiganbusinessnetworkMBN
» Like MBN: www.facebook.com/mibiznetwork
» Follow MBN: twitter.com/MIBizNetwork/
» MBN Instagram: www.instagram.com/mibiznetwork/

MBN on the Road | Matthew Pollard VIP Q&A after Leadership Talk June 12th '24 in REO Town, Lansing

Originally loaded October 21st, reloaded July 4th..
Wednesday June 12, 2024, MBN's Jeffrey Mosher hit the road and caught the Workshop session following a Leadership Talk. This is audio number 3 of 4 from that day.

In this video you catch a can’t miss event where the gathering in REO Town heard from a Business Valuation Workshop including Michael Maddox, host of MBN’s ‘Getting A Grip’ from the Cadillac Room Wednesday, June 12th.

In this Business Valuation Workshop, for the next video, attendees discovered the 8 keys to unlocking growth, building a great organization, and achieving clarity in your company's vision. Led by industry experts Reuben Levinsohn and Nicholas Pope of Washington Avenue Advisors, and joined by Professional EOS Implementer Mike Maddox, this series equips entrepreneurs with the tools to maximize their business's value and prepare for a successful exit. Upcoming videos will share from that part of the day.
Our live workshop series will help you to:
• Understand the 8 drivers of business growth
• Understand the 6 keys to building a truly great organization
• Learn how to achieve a clear company vision
• Instill discipline and accountability throughout the organization
• Roll up your sleeves and confront organizational issues head-on
• Strengthen your business and produce powerful results
Don't let your business stagnate—join us to strengthen your business and produce powerful results!

Mike Maddox shared his story of running and operating a company called ASK, an IT and cyber security company, which experienced 10x growth over 10 years, but also faced chaos and frustration, and eventually implemented the Entrepreneurial Operating System (EOS) to get the business healthy and aligned, and was later acquired by a large multinational company 
01:14.

Mike's experience with EOS and his acquisition led him to start coaching other businesses, and he eventually got his franchise to coach clients, with the goal of helping other business owners achieve successful exits and grow their business value 
04:44.

Brian, a partner with Washington Avenue Advisors, shared his motivation for helping business owners with their valuation and exit, which is to see stories like Mike's and help owners have successful exits, allowing them to pursue their passions and reap the benefits of their hard work, and he achieved the Certified Exit Planning Advisor (CEPA) designation to be more intentional about delivering this service 
07:29.

Understanding the eight drivers of business value and the six keys of operational success can help business owners make informed decisions and potentially increase their company's value 
10:24

Focusing on a unique aspect of a business, such as monopoly control, can lead to competitive advantages and better margins, as seen in Stephanie Breedlove's story of growing her company to $9 million in revenue 
11:31

Building a strong "moat" around a business by developing a unique skill or service can make it more valuable and attractive to potential buyers, as demonstrated by Stephanie's sale of her company for $54 million 
17:40

Reuben Levinsohn and Mike Maddox were hosting workshops focused on helping you grow your business VALUATION, something very few entrepreneurs focus on with intention in their annual and quarterly growth strategies. We’ll also be providing attendees with an opportunity to assess their personal + business ‘Exit Readiness’ and build an action plan from it.     The events on June 12 and October 17 are in person – with amazing speakers!   Breakfast and lunch are provided at these also. 

Registration for the upcoming October event is required:  
https://www.waadvisors.com/events

» Visit MBN website: www.michiganbusinessnetwork.com/
» Watch MBN’s YouTube: www.youtube.com/@MichiganbusinessnetworkMBN
» Like MBN: www.facebook.com/mibiznetwork
» Follow MBN: twitter.com/MIBizNetwork/
» MBN Instagram: www.instagram.com/mibiznetwork/

MBN on the Road | Valuation And EOS Breakout Workshop from Leadership Talk June 2024 Part 1

In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and private credit secondaries, their benefits to advisors and clients and how Coller Capital uses semiliquid funds to deliver its strategies. 

Key Points :

- The evolution of the secondary market from niche beginnings to a $160 billion-plus annual transaction space
- How secondaries provide liquidity, diversification and reduced risk through seasoned portfolios
- The advantages of semiliquid fund structures for private wealth investors
- The growing importance of education for advisors and clients when approaching secondaries

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/ 
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/  
LinkedIn: WealthManagement.com: https://www.linkedin.com/company/wealthmanagement-com/ 

Connect With Jonathan McEvoy:

Website: Coller Capital - https://www.collercapital.com/ 
LinkedIn: Jonathan McEvoy - https://www.linkedin.com/in/jonathanmcevoy/ 

Resources:

Listen to the Wealth Management Invest Podcast on WealthManagement.com: https://bit.ly/3EHpeRh 
Listen and Subscribe to the Wealth Management Invest Podcast on Apple Podcasts: https://bit.ly/4m1s30k 
Listen and Subscribe to the Wealth Management Invest Podcast on Spotify: https://bit.ly/4d0rD67 

Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy

Heavybit is the leading early-stage investor in enterprise infrastructure. Since 2013, we've helped launch and scale visionary technical startups—from DevSecOps and feature flagging to AI code generation and beyond. We go hands-on from day 0, backing founders as they turn code into companies and build the future of software from the bottom up to the top down.

The Home of Business in Michigan. Get on-demand access to audio programs, articles and resources presented by savvy business leaders and industry experts.

Listen as Nathan and Lindsey help YOU our Retirement Income Solutions Family "Retire In Peace"!

Learn more about Retirement Income Solutions at our website: RiSolutions.net

Retirement Income Solutions, LLC is an independent practice built on trust, reliability, and experience through a variety of market conditions. As an independent firm, we represent our clients and their interests rather than any specific company. We believe independence is vital to delivering objective, unbiased recommendations.

Our mission at Retirement Income Solutions is to provide financial peace of mind through sound investment strategies, dependability, and outstanding service to our clients.

Where else you can find us:

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Join our growing community for new episodes every Saturday!

BUSINESS INQUIRIES

Please contact Retirement Income Solutions at Lindsey@risolutions.net. 

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Solutions, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Solutions, LLC and Sound Income Strategies LLC are not associated entities. Retirement Income Solutions, LLC is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2020 Sound Income Strategies.

Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liquian Ren is a registered rep of Foreside Fund Services, LLC.

New tracks tagged #Advisors