From Endowment to Wealth Management: The Mindset Shifts of Peter Newman
From Endowment to Wealth Management: The Mindset Shifts of Peter Newman Peter Newman, the president and founder of Peak Wealth Planning, has seen it all in the world of...
How the Pandemic Transformed HR Function for Private Equity Firms
How the Pandemic Transformed HR Function for Private Equity Firms In 2020, when the Covid-19 virus turned into a pandemic, the business world had to adapt quickly. Companies of...
How Creativity Helps Kristina Walsh Thrive in Finance
How Creativity Helps Kristina Walsh Thrive in Finance Kristina Walsh is Co-Head of Consumer and Retail Investment Banking at Young America Capital, a New York-based FINRA/SEC-registered broker-dealer/Investment Bank. She...
A Conversation with Steven Nigro, Managing Partner of TAG Financial Institutions Group
A Conversation with Steven Nigro, Managing Partner of TAG Financial Institutions Group Steven Nigro is a Managing Partner of TAG Financial Institutions Group, LLC, a New York-based specialized investment...
What Does it Mean to be a Black Woman in the Male-dominated World of Business Development?
What Does it Mean to be a Black Woman in the Male-dominated World of Business Development? An interview with Traci Rhone, Vice President at Young America Capital Business development...
ESG Investing: Here’s What’s Next
ESG Investing: Here’s What’s Next ESG investing is not a new phenomenon. Sometimes referred to as “sustainable investing,” ESG stands for “Environmental, Social, and Governance” and was first coined...
From Martial Arts to Mergers and Acquisitions: How Josh Goldberg Uses his Martial Arts Background for Closing Deals
From Martial Arts to Mergers and Acquisitions: How Josh Goldberg Uses his Martial Arts Background for Closing Deals An interview with Josh Goldberg, Vice President of USI Insurance Services...
Changing Careers from Commercial Lending to Private Equity
Changing Careers from Commercial Lending to Private Equity An interview with Brian Hoblit, Vice President of CVF Capital Partners Changing careers is no easy feat, particularly for those who have...
Is Hybrid Work the Future of Business Development?
Is Hybrid Work the Future of Business Development? An interview with Kevin Grossman, Vice President of Decathlon Capital Management Traditionally, business development required a significant amount of in-person contact....
Business Development Strategy: Three Tips from Principal at CVF Capital Partners
Business Development Strategy: Three Tips from Principal at CVF Capital Partners An interview with Stefan Okhuysen, Principal at CVF Capital Partners Stefan Okhuysen is Principal at CVF Capital Partners,...