Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Growth and Dividend portfolio in 2018 and the Nia Racial Justice portfolio in 2022, both of which have set bold new standards for inclusivity and equity in finance.In this episode, we’ll explore Kristin’s incredible journey—her dedication to empowering female leaders, advocating for racial equity audits, and the pivotal role of investors in shaping a more just and equitable economy. Kristin’s blend of financial expertise and passion for social justice has placed Nia Impact Capital at the forefront of intentional investing, driving meaningful change with purpose and impact.Before dedicating her career to conscious investing, Kristin was an educator, co-founding the North Oakland Community Charter School and serving on the founding board of the George Mark Children’s House, the first children’s hospice and palliative care center in the U.S.Kristin’s academic journey is equally impressive—she holds a Ph.D. in Urban Education from UC Berkeley, an MA from Stanford, and a BA from Tufts. She continues to influence impactful organizations like How Women Lead and GenderSmart, serving on multiple boards, including the Mosaic Project and American Rivers.But that’s not all. We also dive into Kristin’s work advocating for a racial equity audit at MetLife, her groundbreaking work on Tesla, and her experiences navigating the male-dominated asset management industry. Plus, we’ll hear about Nia’s impactful internship program, which empowers the next generation of female leaders, and her personal wellness practices like river rafting and connecting with nature.Kristin’s journey from educator to a pioneering force in finance is fueled by a deep commitment to reshaping capitalism and promoting diversity in leadership. She’s redefining what it means to invest with intention and purpose, right here In The Suite. 🔗 Links <a href='https://www.linkedin.com/in/kristinbhull/'> Kristin Hull on LinkedIn</a> <a href='https://www.niaimpactcapital.com/'>Nia Impact Capital Website </a><a href='https://www.craincurrency.com/investing/gender-lens-investing-empowering-women-and-driving-sustainable-growth'>Gender Lens Investing - Crain Currency 8/15/24</a> <a href='https://6c3bd0fc-a574-44d5-897a-23be50074987.usrfiles.com/ugd/6c3bd0_870c7bec59b44b8cba640c339cf616a4.pdf'>Kristin Hull&apos;s Speech for MetLife AGM</a> <a href='https://6c3bd0fc-a574-44d5-897a-23be50074987.usrfiles.com/ugd/6c3bd0_d9f203d8c1744449af28510ca46cdedb.pdf'>Kristin Hull&apos;s Speech for Tesla AGM</a> <a href='https://a.co/d/5Gn38Dn'>Kristin&apos;s Book Recommendation &quot;Leading with Joy: Practices for Uncertain Times&quot; by Akaya Windwood, Rajasvini Bhansali</a><a href='https://www.niaimpactcapital.com/'> </a> 🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at <a href='mailto:tina@growintentionally.com'>tina@growintentionally.com</a>

<description>&lt;p&gt;Today, we are thrilled to welcome the visionary Kristin Hull &lt;em&gt;In The Suite&lt;/em&gt;. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. &lt;/p&gt;&lt;p&gt;Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Growth and Dividend portfolio in 2018 and the Nia Racial Justice portfolio in 2022, both of which have set bold new standards for inclusivity and equity in finance.&lt;/p&gt;&lt;p&gt;In this episode, we’ll explore Kristin’s incredible journey—her dedication to empowering female leaders, advocating for racial equity audits, and the pivotal role of investors in shaping a more just and equitable economy. Kristin’s blend of financial expertise and passion for social justice has placed Nia Impact Capital at the forefront of intentional investing, driving meaningful change with purpose and impact.&lt;/p&gt;&lt;p&gt;Before dedicating her career to conscious investing, Kristin was an educator, co-founding the North Oakland Community Charter School and serving on the founding board of the George Mark Children’s House, the first children’s hospice and palliative care center in the U.S.&lt;/p&gt;&lt;p&gt;Kristin’s academic journey is equally impressive—she holds a Ph.D. in Urban Education from UC Berkeley, an MA from Stanford, and a BA from Tufts. She continues to influence impactful organizations like How Women Lead and GenderSmart, serving on multiple boards, including the Mosaic Project and American Rivers.&lt;/p&gt;&lt;p&gt;But that’s not all. We also dive into Kristin’s work advocating for a racial equity audit at MetLife, her groundbreaking work on Tesla, and her experiences navigating the male-dominated asset management industry. Plus, we’ll hear about Nia’s impactful internship program, which empowers the next generation of female leaders, and her personal wellness practices like river rafting and connecting with nature.&lt;/p&gt;&lt;p&gt;Kristin’s journey from educator to a pioneering force in finance is fueled by a deep commitment to reshaping capitalism and promoting diversity in leadership. She’s redefining what it means to invest with intention and purpose, right here &lt;em&gt;In The Suite&lt;/em&gt;.&lt;br/&gt;&lt;br/&gt;🔗 &lt;b&gt;Links&lt;br/&gt;&lt;/b&gt;&lt;a href='https://www.linkedin.com/in/kristinbhull/'&gt;&lt;br/&gt;Kristin Hull on LinkedIn&lt;/a&gt; &lt;br/&gt;&lt;a href='https://www.niaimpactcapital.com/'&gt;Nia Impact Capital Website&lt;br/&gt;&lt;/a&gt;&lt;a href='https://www.craincurrency.com/investing/gender-lens-investing-empowering-women-and-driving-sustainable-growth'&gt;Gender Lens Investing - Crain Currency 8/15/24&lt;/a&gt;&lt;br/&gt;&lt;a href='https://6c3bd0fc-a574-44d5-897a-23be50074987.usrfiles.com/ugd/6c3bd0_870c7bec59b44b8cba640c339cf616a4.pdf'&gt;Kristin Hull&amp;apos;s Speech for MetLife AGM&lt;/a&gt;&lt;br/&gt;&lt;a href='https://6c3bd0fc-a574-44d5-897a-23be50074987.usrfiles.com/ugd/6c3bd0_d9f203d8c1744449af28510ca46cdedb.pdf'&gt;Kristin Hull&amp;apos;s Speech for Tesla AGM&lt;/a&gt;&lt;br/&gt;&lt;a href='https://a.co/d/5Gn38Dn'&gt;Kristin&amp;apos;s Book Recommendation &amp;quot;Leading with Joy: Practices for Uncertain Times&amp;quot; by Akaya Windwood, Rajasvini Bhansali&lt;/a&gt;&lt;a href='https://www.niaimpactcapital.com/'&gt;&lt;br/&gt;&lt;/a&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;🤩 &lt;b&gt;Thanks for listening&lt;/b&gt;, we appreciate your support and 5-star reviews of our show!!!&lt;br/&gt;&lt;br/&gt;❤️ &lt;b&gt;Please follow us on Instagram&lt;/b&gt; https://www.instagram.com/inthesuitepod/&lt;br/&gt;&lt;br/&gt;📧 &lt;b&gt;Want to get in touch? &lt;/b&gt;Email me at &lt;a href='mailto:tina@growintentionally.com'&gt;tina@growintentionally.com&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt; &lt;p&gt;&lt;br/&gt;&lt;/p&gt;</description>

Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Growth and Dividen...

EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity

Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing when to act. One of her defining moments? Her mentorship under the legendary David Swensen, Yale’s Chief Investment Officer. Fresh out of Yale with a degree in economics, Casey was already making waves at the university’s endowment, cutting her teeth across various asset classes. This set the stage for her impressive rise.Her journey took her to Brookdale Realty in Atlanta, then back to the Northeast, where she joined The Rockefeller University as Director of Public Investments. At just 30, Casey became the New York Public Library’s first-ever Chief Investment Officer, building an investment office from scratch and implementing groundbreaking processes to manage its endowment. Her career is a testament to bold leadership and innovation.But this isn’t just a career highlight reel. Casey opens up about the personal challenges she’s faced, the importance of mentorship, and how macroeconomic trends are shaping the future of investments. We also explore why gender balance in firms is a competitive edge and how diverse teams drive innovation.Packed with raw insights and invaluable lessons, this episode is a must-listen for anyone looking to lead, break barriers, and thrive In The Suite. 🔗 Links<a href='https://www.linkedin.com/in/casey-d-whalen-cfa-1984304/'>Casey Whalen on LinkedIn </a><a href='https://www.lazardassetmanagement.com/us/en_us/references/lazard-family-office-partners'>Lazard Famil Office Partners Website </a><a href='https://a.co/d/ax50V9k'>Casey’s Book Recommendation No Rules Rules on Amazon </a> 🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at <a href='mailto:tina@growintentionally.com'>tina@growintentionally.com</a>

<description>&lt;p&gt;Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.&lt;/p&gt;&lt;p&gt;In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing when to act. One of her defining moments? Her mentorship under the legendary David Swensen, Yale’s Chief Investment Officer. Fresh out of Yale with a degree in economics, Casey was already making waves at the university’s endowment, cutting her teeth across various asset classes. This set the stage for her impressive rise.&lt;/p&gt;&lt;p&gt;Her journey took her to Brookdale Realty in Atlanta, then back to the Northeast, where she joined The Rockefeller University as Director of Public Investments. &lt;/p&gt;&lt;p&gt;At just 30, Casey became the New York Public Library’s first-ever Chief Investment Officer, building an investment office from scratch and implementing groundbreaking processes to manage its endowment. Her career is a testament to bold leadership and innovation.&lt;/p&gt;&lt;p&gt;But this isn’t just a career highlight reel. Casey opens up about the personal challenges she’s faced, the importance of mentorship, and how macroeconomic trends are shaping the future of investments. We also explore why gender balance in firms is a competitive edge and how diverse teams drive innovation.&lt;/p&gt;&lt;p&gt;Packed with raw insights and invaluable lessons, this episode is a must-listen for anyone looking to lead, break barriers, and thrive In The Suite. &lt;br/&gt;&lt;br/&gt;🔗 &lt;b&gt;Links&lt;/b&gt;&lt;/p&gt;&lt;p&gt;&lt;a href='https://www.linkedin.com/in/casey-d-whalen-cfa-1984304/'&gt;&lt;b&gt;Casey Whalen on LinkedIn &lt;/b&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href='https://www.lazardassetmanagement.com/us/en_us/references/lazard-family-office-partners'&gt;&lt;b&gt;Lazard Famil Office Partners Website &lt;/b&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href='https://a.co/d/ax50V9k'&gt;&lt;b&gt;Casey’s Book Recommendation No Rules Rules on Amazon &lt;/b&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;🤩 &lt;b&gt;Thanks for listening&lt;/b&gt;, we appreciate your support and 5-star reviews of our show!!!&lt;br/&gt;&lt;br/&gt;❤️ &lt;b&gt;Please follow us on Instagram&lt;/b&gt; https://www.instagram.com/inthesuitepod/&lt;br/&gt;&lt;br/&gt;📧 &lt;b&gt;Want to get in touch? &lt;/b&gt;Email me at &lt;a href='mailto:tina@growintentionally.com'&gt;tina@growintentionally.com&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt; &lt;p&gt;&lt;br/&gt;&lt;/p&gt;</description>

Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing when to act. O...

EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship

Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Chief of Financial Advisor magazine, Evan’s sharp insights and visionary leadership have been an indispensable guide for elite financial advisors, providing the clarity and foresight needed to navigate even the most complex market conditions.In this conversation, Evan brings his unique perspective to the evolution of financial journalism. He shares captivating stories from his storied career, invaluable lessons learned from navigating market upheavals, and his predictions for the future of wealth management.But this episode goes beyond financial reporting. Evan explores critical topics like succession planning in wealth advisory firms, the rise of mergers and acquisitions in the industry, and how multi-generational strategies are reshaping client relationships.But that’s not all. We also highlight Invest in Women, FA Mag’s groundbreaking annual event. This isn’t just another industry conference—it’s a forward-thinking movement dedicated to addressing the unique needs of female clients and shaping the future of financial advising. I invite you to join me at the 10th Annual Invest in Women conference, happening April 21-23, 2025, in Boston.Don’t miss this opportunity to hear from one of the most influential voices in financial journalism as he shares how to stay agile in an ever-evolving landscape and why anticipating trends is crucial for success In The Suite. Links <a href='https://www.linkedin.com/in/evan-simonoff-78194a11/'>Evan Simonoff LinkedIn </a><a href='https://www.fa-mag.com/'>Financial Advisor Magazine Website </a><a href='https://faconferences.com/iiw25/'>Invest In Women Conference 2025 </a><a href='https://www.fa-mag.com/fa-online/Private-Wealth'>Private Wealth Magazine Website  </a> 🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at <a href='mailto:tina@growintentionally.com'>tina@growintentionally.com</a>

<description>&lt;p&gt;Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. &lt;/p&gt;&lt;p&gt;Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. &lt;/p&gt;&lt;p&gt;As Editor-in-Chief of &lt;em&gt;Financial Advisor&lt;/em&gt; magazine, Evan’s sharp insights and visionary leadership have been an indispensable guide for elite financial advisors, providing the clarity and foresight needed to navigate even the most complex market conditions.&lt;/p&gt;&lt;p&gt;In this conversation, Evan brings his unique perspective to the evolution of financial journalism. He shares captivating stories from his storied career, invaluable lessons learned from navigating market upheavals, and his predictions for the future of wealth management.&lt;/p&gt;&lt;p&gt;But this episode goes beyond financial reporting. Evan explores critical topics like succession planning in wealth advisory firms, the rise of mergers and acquisitions in the industry, and how multi-generational strategies are reshaping client relationships.&lt;/p&gt;&lt;p&gt;But that’s not all. We also highlight &lt;em&gt;Invest in Women&lt;/em&gt;, FA Mag’s groundbreaking annual event. This isn’t just another industry conference—it’s a forward-thinking movement dedicated to addressing the unique needs of female clients and shaping the future of financial advising. I invite you to join me at the 10th Annual &lt;em&gt;Invest in Women&lt;/em&gt; conference, happening April 21-23, 2025, in Boston.&lt;/p&gt;&lt;p&gt;Don’t miss this opportunity to hear from one of the most influential voices in financial journalism as he shares how to stay agile in an ever-evolving landscape and why anticipating trends is crucial for success &lt;em&gt;In The Suite&lt;/em&gt;.&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Links&lt;br/&gt;&lt;/b&gt;&lt;a href='https://www.linkedin.com/in/evan-simonoff-78194a11/'&gt;Evan Simonoff LinkedIn &lt;br/&gt;&lt;/a&gt;&lt;a href='https://www.fa-mag.com/'&gt;Financial Advisor Magazine Website&lt;br/&gt;&lt;/a&gt;&lt;a href='https://faconferences.com/iiw25/'&gt;Invest In Women Conference 2025&lt;br/&gt;&lt;/a&gt;&lt;a href='https://www.fa-mag.com/fa-online/Private-Wealth'&gt;Private Wealth Magazine Website &lt;b&gt;&lt;br/&gt;&lt;/b&gt;&lt;/a&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;🤩 &lt;b&gt;Thanks for listening&lt;/b&gt;, we appreciate your support and 5-star reviews of our show!!!&lt;br/&gt;&lt;br/&gt;❤️ &lt;b&gt;Please follow us on Instagram&lt;/b&gt; https://www.instagram.com/inthesuitepod/&lt;br/&gt;&lt;br/&gt;📧 &lt;b&gt;Want to get in touch? &lt;/b&gt;Email me at &lt;a href='mailto:tina@growintentionally.com'&gt;tina@growintentionally.com&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt; &lt;p&gt;&lt;br/&gt;&lt;/p&gt;</description>

Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Chief of Financial ...

EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism

Navigating the tech world easily, <a href='https://www.linkedin.com/in/johnokoconnell/'>John O&apos;Connell</a> transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of <a href='https://theoasisgrp.com/'>The Oasis Group,</a> John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories.In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who&apos;s not just leading the charge but rewriting the playbook of technological evolution. John&apos;s odyssey is nothing short of legendary from his early days of coding wizardry to architecting the future of data management with industry behemoths like Sybase and Oracle. As a vanguard in the database revolution, he&apos;s sculpted the landscape of customer relations and data management, turning complex challenges into groundbreaking triumphs.But hold onto your seats because John&apos;s saga doesn&apos;t stop there. In 2019, John founded The Oasis Group, and as CEO today, steering asset managers, independent broker-dealers, and registered investment advisors through the digital transformation of the 21st century. John was named to the  InvestmentNews Hot List last year and his work was featured in the T3 Technology Tools for Today T3 2024 Conference stage along with Joel Bruckenstien and Survey. So, plug in, ignite your curiosity, and prepare to be captivated by a tech entrepreneur who&apos;s not just walking the tech talk but is blazing a trail for the digital titans of tomorrow. Our conversation with John will help redefine your perspective on technology and leadership in the suite. Links - John O&apos;Connell - <a href='https://www.linkedin.com/in/johnokoconnell/'>LinkedIn</a> - The Oasis Group - <a href='https://theoasisgrp.com/'>Website</a> - &quot;Rise of The Activist Investor&quot; - <a href='https://a.co/d/fJP3ry8'>Amazon Page </a> - T3 Technology Tools for Today 2023 Survey -<a href='https://t3technologyhub.com/the-2023-t3-inside-information-software-survey-is-now-available/'> Link to Survey</a>🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at <a href='mailto:tina@growintentionally.com'>tina@growintentionally.com</a>

<description>&lt;p&gt;Navigating the tech world easily, &lt;a href='https://www.linkedin.com/in/johnokoconnell/'&gt;John O&amp;apos;Connell&lt;/a&gt; transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of &lt;a href='https://theoasisgrp.com/'&gt;The Oasis Group,&lt;/a&gt; John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories.&lt;/p&gt;&lt;p&gt;In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who&amp;apos;s not just leading the charge but rewriting the playbook of technological evolution. John&amp;apos;s odyssey is nothing short of legendary from his early days of coding wizardry to architecting the future of data management with industry behemoths like Sybase and Oracle. &lt;/p&gt;&lt;p&gt;As a vanguard in the database revolution, he&amp;apos;s sculpted the landscape of customer relations and data management, turning complex challenges into groundbreaking triumphs.&lt;/p&gt;&lt;p&gt;But hold onto your seats because John&amp;apos;s saga doesn&amp;apos;t stop there. &lt;/p&gt;&lt;p&gt;In 2019, John founded The Oasis Group, and as CEO today, steering asset managers, independent broker-dealers, and registered investment advisors through the digital transformation of the 21st century. John was named to the  InvestmentNews Hot List last year and his work was featured in the T3 Technology Tools for Today T3 2024 Conference stage along with Joel Bruckenstien and Survey. &lt;/p&gt;&lt;p&gt;So, plug in, ignite your curiosity, and prepare to be captivated by a tech entrepreneur who&amp;apos;s not just walking the tech talk but is blazing a trail for the digital titans of tomorrow. Our conversation with John will help redefine your perspective on technology and leadership in the suite. &lt;/p&gt;&lt;p&gt;&lt;b&gt;Links&lt;/b&gt; &lt;br/&gt;- John O&amp;apos;Connell - &lt;a href='https://www.linkedin.com/in/johnokoconnell/'&gt;LinkedIn&lt;/a&gt; &lt;br/&gt;- The Oasis Group - &lt;a href='https://theoasisgrp.com/'&gt;Website&lt;/a&gt; &lt;br/&gt;- &amp;quot;Rise of The Activist Investor&amp;quot; - &lt;a href='https://a.co/d/fJP3ry8'&gt;Amazon Page &lt;/a&gt;&lt;br/&gt;- T3 Technology Tools for Today 2023 Survey -&lt;a href='https://t3technologyhub.com/the-2023-t3-inside-information-software-survey-is-now-available/'&gt; Link to Survey&lt;/a&gt;&lt;/p&gt;&lt;p&gt;🤩 &lt;b&gt;Thanks for listening&lt;/b&gt;, we appreciate your support and 5-star reviews of our show!!!&lt;br/&gt;&lt;br/&gt;❤️ &lt;b&gt;Please follow us on Instagram&lt;/b&gt; https://www.instagram.com/inthesuitepod/&lt;br/&gt;&lt;br/&gt;📧 &lt;b&gt;Want to get in touch? &lt;/b&gt;Email me at &lt;a href='mailto:tina@growintentionally.com'&gt;tina@growintentionally.com&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt; &lt;p&gt;&lt;br/&gt;&lt;/p&gt;</description>

Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories.In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's not just leadin...

EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth

When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew.With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon&apos;s stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of <a href='https://assetlink.ai/'>AssetLink</a> (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com&apos;s coveted list of &quot;10 to watch in 2024.&quot;In today&apos;s enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider&apos;s view into DFD&apos;s platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab&apos;s platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching.Devon&apos;s platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration.In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape.For transformative leaders bold enough to tackle the status quo like Devon, today&apos;s conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite.Links<ul><li>AssetLink - <a href='https://assetlink.ai/'>https://assetlink.ai/</a></li><li>DFD Partners - <a href='https://dfdpartners.com/'>https://dfdpartners.com/</a></li><li>Devon Drew LinkedIn - <a href='https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/'>https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/</a></li><li>Devon Drew X - <a href='https://twitter.com/DevonDFD'>https://twitter.com/DevonDFD</a></li><li>Devon Drew Instagram - <a href='https://www.instagram.com/devongdrew/'>https://www.instagram.com/devongdrew/</a></li></ul>🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at <a href='mailto:tina@growintentionally.com'>tina@growintentionally.com</a>

<description>&lt;p&gt;When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew.&lt;/p&gt;&lt;p&gt;With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon&amp;apos;s stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of &lt;a href='https://assetlink.ai/'&gt;AssetLink&lt;/a&gt; (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com&amp;apos;s coveted list of &amp;quot;10 to watch in 2024.&amp;quot;&lt;/p&gt;&lt;p&gt;In today&amp;apos;s enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider&amp;apos;s view into DFD&amp;apos;s platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab&amp;apos;s platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching.&lt;/p&gt;&lt;p&gt;Devon&amp;apos;s platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration.&lt;/p&gt;&lt;p&gt;In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape.&lt;/p&gt;&lt;p&gt;For transformative leaders bold enough to tackle the status quo like Devon, today&amp;apos;s conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Links&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;AssetLink - &lt;a href='https://assetlink.ai/'&gt;https://assetlink.ai/&lt;/a&gt;&lt;/li&gt;&lt;li&gt;DFD Partners - &lt;a href='https://dfdpartners.com/'&gt;https://dfdpartners.com/&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Devon Drew LinkedIn - &lt;a href='https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/'&gt;https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Devon Drew X - &lt;a href='https://twitter.com/DevonDFD'&gt;https://twitter.com/DevonDFD&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Devon Drew Instagram - &lt;a href='https://www.instagram.com/devongdrew/'&gt;https://www.instagram.com/devongdrew/&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;🤩 &lt;b&gt;Thanks for listening&lt;/b&gt;, we appreciate your support and 5-star reviews of our show!!!&lt;br/&gt;&lt;br/&gt;❤️ &lt;b&gt;Please follow us on Instagram&lt;/b&gt; https://www.instagram.com/inthesuitepod/&lt;br/&gt;&lt;br/&gt;📧 &lt;b&gt;Want to get in touch? &lt;/b&gt;Email me at &lt;a href='mailto:tina@growintentionally.com'&gt;tina@growintentionally.com&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt; &lt;p&gt;&lt;br/&gt;&lt;/p&gt;</description>

When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew.With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically und...

EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology

In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly

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