show episodes
 
Join Brad as he interviews entrepreneurs and experts in the wealth management industry, specifically around ETFs, on a weekly basis. Together, they go Behind the Ticker and delve into what drives these professionals on a daily basis. Discover how they achieved their success, learn about opportunities for disruption in the industry, and explore the challenges and obstacles they've faced along the way. Get ready for insightful conversations that uncover the stories behind the successes in weal ...
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Welcome to So Much to Say: A Legal Podcast for People. Where we explore behind-the-scenes of work, life, and everything in between. Your hosts, Jen Ramsey and Megan Senese are here to showcase the human side of the legal world, from marketing and consulting to the very real struggles of balancing work with being human. This isn’t your typical, dry legal show. They’re bringing you real stories, candid conversations, and smart insights that remind you that outside of being a lawyer or legal ma ...
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The Restaurant Innovator is a podcast from the editors of FSR magazine—the leading publication for full-service restaurants—that dives into the world of running restaurants and explores the latest trends, strategies, and technologies being used by today's NextGen operators. Each episode features insightful conversations with trailblazing restaurateurs who are leading the charge in creating new and memorable experiences. From cutting-edge menu design and front-of-house operations to back-of-h ...
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show series
 
Restaurateur and The Plaid Penguin owner Joe Haubenhofer chats about the hidden branding touchpoints that dramatically shape guest perceptions, the importance of prioritizing both your physical and digital branding, and tips for paying attention to the overlooked elements—from staff uniforms and napkins to bathroom designs.…
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#19: In a time when brand silence speaks volumes, how should B2B marketers show up? In this powerful episode of Growth Activated, host Mandy Walker sits down with Katie Martell—LinkedIn Top Voice, keynote speaker, and unapologetic marketing truth-teller—for a timely conversation on brand authenticity, performative allyship, and what it really means…
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In a recent episode of Behind the Ticker, Bob Elliott, co-founder and Chief Investment Officer of Unlimited, discussed the firm’s mission to democratize hedge fund strategies through innovative ETF structures. Drawing on his experience managing strategies at Bridgewater Associates and running a $125 million venture capital fund, Elliott launched Un…
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In this episode, Megan & Jen are joined by Jonah Perlin, associate professor of law at Georgetown University, to chat about legal education, career development, and navigating the evolving legal industry. Jonah shares insights from his extensive experience teaching and mentoring students, as well as his reflections on the changing landscape of law …
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‘Best American Bartender’ Kevin Diedrich—owner of San Francisco staples Pacific Cocktail Haven and Kona’s Street Market—joins FSR associate editor Sam Danley for a conversation about identity, heritage, and innovation behind the bar. He shares how reconnecting with his Filipino roots has shaped his approach to bartending, how cultural storytelling …
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Nate Hedtke, VP of innovation & customer engagement at the American Egg Board, walks listeners through the state of the avian influenza and its impact on eggs; what restaurant operators need to know to navigate this challenge; and some unique ideas for integrating eggs onto menus in later dayparts. Thank you to AEB for sponsoring this episode. To l…
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#18: In today's B2B world, the traditional divide between sales and marketing is holding companies back—and "growth at all costs" tactics are losing their edge. In this episode of Growth Activated, I’m joined by Kelli Schutrop, a sales and marketing leader who’s built her own playbook for modern B2B growth—rooted in strategic alignment, thought lea…
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In a recent episode of Behind the Ticker, Brad Neuman, Director of Market Strategy and Portfolio Manager at Alger, joined the show to discuss the firm’s rich history in growth investing and the launch of their latest ETF: Alger Russell Innovation ETF (ticker: INVN). Neuman, who has a 25-year investment background spanning bottom-up and top-down rol…
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This episode, Megan & Jen are joined by Michael Coston, to chat about entrepreneurship, leadership, and building cultures that actually help people thrive. Michael Coston is the founder and CEO of Coston Consulting, a firm made up of powerhouse consultants: former CMOs, DEIB leaders, and BD experts, who help organizations drive growth through peopl…
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David Steele, founder of Flour + Water Hospitality Group and CEO of One Wealth Advisors, chats about bridging the worlds of finance and hospitality, building a mission-driven restaurant empire in San Francisco’s competitive market, and how creativity, community, and financial strategy all play a role in redefining what success looks like across mul…
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#17: Most B2B marketing leaders think they have product marketing covered—until growth stalls, GTM alignment breaks down, and messaging misses the mark. In this episode of Growth Activated, I sit down with product marketing expert Shirin Shahin to unpack why product marketing is often the critical blind spot in marketing organizations—and how strat…
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In a recent episode of Behind the Ticker, Wayne Penello, founder of NextGen EMP, shared the fascinating journey that led him to launch the NextGen Efficient Market Portfolio Plus ETF (ticker: EMPB). With over 40 years of experience as a commodity trader—including a decade on the floor of the New York Mercantile Exchange and years advising global tr…
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Michelin-starred chef Brandon Sharp shares how his fine-dining background—from The French Laundry to Solbar—shaped the trio of restaurants he now leads in Chapel Hill: Hawthorne & Wood, Bluebird, and the newest, Próximo. He talks about his unlikely path from philosophy major to executive chef, the vision behind his culturally distinct concepts, and…
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#16: AI is moving faster than most marketing teams can keep up—and the gap between early adopters and laggards is only getting wider. In this episode of Growth Activated, I sit down with AI strategist Nicole Leffer to break down what B2B marketing leaders must know right now to stay competitive, scale smarter, and lead with confidence in the AI era…
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In a recent episode of Behind the Ticker, Rob Harvey, Vice President at Dimensional Fund Advisors (DFA), shared his personal journey into asset management and gave an in-depth look at DFA’s unique approach to building portfolios, particularly their work in the ETF space. Harvey described how he first encountered Dimensional while managing external …
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#15: Fractional leadership is rapidly reshaping the B2B marketing landscape, offering ambitious marketing leaders a powerful path to scale their impact, revenue, and influence—without burning out. But what separates a thriving Fractional CMO from those who struggle to gain traction? In this episode of Growth Activated, I’m revealing game-changing i…
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In a recent episode of Behind the Ticker, Clark Allen, Head of ETFs at Horizon Investments, shared his journey from public accounting and family office investing to leading Horizon’s entrance into the ETF space. With a deep background in institutional asset management and quantitative research, Allen joined Horizon to help bridge the gap between so…
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As CEO of the revolutionary restaurant tech company Ziosk, Rhonda Levene sheds light on her unusual career trajectory; how she’s working with big brands like Chili’s, Texas Roadhouse, and Outback Steakhouse to improve operations and the guest experience; AI and its future outlook; and more.By FSR magazine
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#14: In this special episode of Growth Activated, I’m sharing a conversation I had on the Tech Success Stories podcast, where I dove into my journey from scaling a B2B services company from $50M to $750M to launching Growth Activated. This episode is packed with actionable insights for B2B marketing leaders ready to elevate their marketing strategy…
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This episode, Megan & Jen are joined by Aliza Shatzman, where she talks about the long-standing issues clerks have faced and how her team at The Legal Accountability Project is working to change that. Aliza Shatzman is the President and Founder of The Legal Accountability Project, which works to ensure positive clerkship experiences and support tho…
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Cai Palmiter—previous FSR cover star—joins editor Callie Evergreen to talk about what it takes to build restaurant brands people actually remember. From her game-changing work with JINYA Ramen Bar to her current role overseeing marketing for a multi-brand franchisee portfolio, Cai shares how storytelling, community connection, and a relentless eye …
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#13: As marketing leaders, one of our biggest challenges is understanding how all marketing functions—content strategy, SEO, paid media, events and more—contribute to the bigger picture of B2B marketing success. Too often, we evaluate these functions in isolation, missing their interconnected impact on growth and marketing ROI. Today, we’re diving …
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In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Paisley Nardini, Vice President and Client Portfolio Strategist at Simplify Asset Management, joined the show to discuss her path from bond trading to ETF strategy—and dive into Simplify’s Managed Futures Strategy ETF, ticker CTA. With a career that began…
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With 86 restaurants on five continents, Tony Roma’s is evolving into the future with Mina Haque at the helm, the first woman CEO in its five-decade history. Haque shares her insights about global supply chain resilience, strategic market expansion strategies in a challenging economic climate, business leadership lessons; and more.…
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#12: If you’ve ever been handed a lead goal without context—or struggled to make the case for brand, budget, or headcount—this is the episode you didn’t know you needed. In this Growth Activated C-Suite Series episode, I sit down with Darko Socanski, a veteran CFO who has helped early-stage companies raise hundreds of millions in capital and genera…
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In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Matt Kaufman, Head of ETFs at Calamos Investments, joined the show to talk about Calamos’ expanding lineup of structured outcome ETFs—including their latest innovation: a suite of protected Bitcoin ETFs. With a legacy in risk-managed strategies, especiall…
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#11: What does a CTO really care about—and how can B2B marketing leaders build the kind of executive alignment that earns a lasting seat at the table? In this episode of Growth Activated, we continue our C-Suite Series with Milenko Beslic—a multi-time CTO, founder, and startup builder with 20+ years of experience leading product and engineering tea…
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In a recent episode of Behind the Ticker, Jeff Cullen, Managing Director at Schafer Cullen Capital Management, sat down to discuss the firm’s first ETF, the Cullen Enhanced Equity Income ETF (ticker: DIVP). With over 30 years in the asset management industry and experience across mutual funds, SMAs, and ETFs, Cullen provided a deep dive into how th…
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This episode, Megan & Jen are joined by Bob Burg, to chat about the book and lessons from The Go-Giver co-authored by Bob and John David Mann. Bob Burg is the storyteller, with co-author John David Mann, behind The Go-Giver, a Wall Street Journal, and BusinessWeek bestseller that has sold over a million copies. Bob is a former TV personality and to…
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FSR editors chat with Brian & Erin Mooney of Tre Luna Bar & Kitchen, Catering, and Grocery about sketching their dream in sidewalk chalk and starting with $300; overcoming challenges and building an intentional, supportive restaurant community; adapting to consumer needs and shifting expectations; and more.…
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#10: This episode is part of our C-Suite Series on Growth Activated, where we dive into the minds of the C-suite—helping B2B marketing leaders better understand, align with, and partner with executives to drive real business impact. Sales and marketing alignment has always been a challenge, but what if marketing leaders could see things through the…
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In a recent episode of Behind the Ticker, Dan Petersen, Head of Product Management at New York Life Investments, discussed the firm’s international equity strategy and the mechanics behind the NYLI FTSE International Equity Currency Neutral ETF (ticker: HFXI). With over two decades in the industry, Petersen has held various roles in financial advis…
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Ahsan Jiva, Mellow Mushroom EVP of strategy and transformation, chats with FSR editors about using innovative tech to simplify operations for GMs; creating new restaurant formats to attract diverse customers and franchisees; and leveraging data-driven insights to enhance the overall experience for team members, guests, and operators.…
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#9: Is your marketing team struggling to prove ROI? Are attribution models, budget battles, and RevOps alignment making it harder to show your impact? You’re not alone. Every CEO and CFO wants to see marketing ROI, yet few can define it—and even fewer know how to measure it effectively. That’s where RevOps comes in. In this episode of Growth Activa…
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In a recent episode of Behind the Ticker, Kirsten Chang, Director of Editorial and Content at VettaFi, shared insights into her journey from CNBC to her current role, as well as details about the upcoming Exchange ETF Conference, the largest ETF industry event of the year. With over a decade of experience at CNBC—working on Squawk Box, covering mar…
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Welcome to So Much To Say: A Legal Podcast For People! Today, we are doing something a little different in honor of International Women's Day (IWD) on March 8th. For those who are not familiar with the origins of International Women's Day (IWD) it has been observed since the early 1900's. The history of International Women's Day (IWD) includes the …
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This episode, Megan & Jen are joined by Dr. Anne Welsh to talk about what a lot of women experience at work and home: the perfectionist trap. They also dive into why this leads to women thinking they are constantly failing, and Dr. Welsh turns the idea of ambition on its head. Anne is a licensed clinical psychologist with a doctorate in counseling …
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Yann de Rochefort, founder of 11-unit Spanish tapas concept Boqueria, chats with FSR editors about scaling strategies while creating a distinct sense of place in different markets, how to give guests what they want to drive frequency, utilizing tech and data to make operations easier, and more.By FSR magazine
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In a recent episode of Behind the Ticker, Adam Patti, founder and CEO of VistaShares, discussed the launch of the VistaShares Artificial Intelligence Supercycle ETF (ticker: AIS) and how it differentiates itself in the growing AI investment space. With over two decades in the ETF industry, Patti previously founded IndexIQ, one of the earliest issue…
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#8: Are you seen as a strategic business leader—or just the glorified head of lead gen? In this episode of Growth Activated, I sit down with Mark Feldman, CEO and Founder of RevenueBase, who made the leap from marketing executive to CEO. Mark shares key insights on aligning marketing with the C-suite and stepping up as a true business leader. We’ll…
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n a recent episode of Behind the Ticker, Emma Harper, a research analyst at Sage Advisory, shared insights from the firm’s 2024 ETF Stewardship Report, which evaluates how ETF providers engage with companies, vote on shareholder proposals, and integrate sustainability and governance practices. With a background in finance and research, Harper plays…
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