<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms">Send us a text</a> In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.After graduating with a bachelor&apos;s degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group.  Prior to co-founding Union Square Advisors he was a Managing Director at Credit Suisse, where he headed the global software investment banking practice. He also served as a corporate executive at Novell, including as Vice President of both Corporate Development and Business Development. In our episode we chat about his time in the early days of Morgan Stanley’s tech group, the <a href='http://dot.com/'>dot.com</a> era, founding Union Square, his career journey, AI tech trends, work life balance, and his advice for junior investment bankers. <a rel="payment" href="https://www.buzzsprout.com/1195244/support">Support the show</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt; In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.&lt;/p&gt;&lt;p&gt;After graduating with a bachelor&amp;apos;s degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group. &lt;br/&gt;&lt;br/&gt;Prior to co-founding Union Square Advisors he was a Managing Director at Credit Suisse, where he headed the global software investment banking practice. He also served as a corporate executive at Novell, including as Vice President of both Corporate Development and Business Development. &lt;/p&gt;&lt;p&gt;In our episode we chat about his time in the early days of Morgan Stanley’s tech group, the &lt;a href='http://dot.com/'&gt;dot.com&lt;/a&gt; era, founding Union Square, his career journey, AI tech trends, work life balance, and his advice for junior investment bankers. &lt;/p&gt;&lt;p&gt;&lt;a rel="payment" href="https://www.buzzsprout.com/1195244/support"&gt;Support the show&lt;/a&gt;&lt;/p&gt;</description>

Send us a text In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.After graduating with a bachelor's degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group. Prior to co-founding Union Square Advisors he was a Managing Director at Credit...

Episode 22: Software AI, Negotiation, and Work-Life Balance with Co-Founder/President of Union Square Advisors Ted Smith

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms">Send us a text</a>In this episode of the FinanZe podcast, I am joined by one of the top investment bankers on Wall street, Steve McLaughlin. Steve is the Founder and CEO of FT Partners, one of the premier investment banks in the world and the largest focused on Fintech. After graduating with a finance degree from Villanova University, Steve spent his first few years working at GE Capital in their famous financial management program. He then received his MBA from The Wharton School at The University of Pennsylvania, leading him to Goldman Sachs, where he spent 8 years at the firm becoming the head of the fintech group until his departure in 2002. With his entrepreneurial spirit and love for fintech, Steve started Financial Technology Partners in San Francisco. Steve was named the most influential dealmaker in Fintech by The Institutional Investor in 2017 and has continued to close some of the biggest deals in the fintech industry.  Thank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.com Order your Magic Mind today at https://a.co/d/4R06mLi<a rel="payment" href="https://www.buzzsprout.com/1195244/support">Support the show</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;In this episode of the FinanZe podcast, I am joined by one of the top investment bankers on Wall street, Steve McLaughlin. Steve is the Founder and CEO of FT Partners, one of the premier investment banks in the world and the largest focused on Fintech. &lt;/p&gt;&lt;p&gt;After graduating with a finance degree from Villanova University, Steve spent his first few years working at GE Capital in their famous financial management program. He then received his MBA from The Wharton School at The University of Pennsylvania, leading him to Goldman Sachs, where he spent 8 years at the firm becoming the head of the fintech group until his departure in 2002. With his entrepreneurial spirit and love for fintech, Steve started Financial Technology Partners in San Francisco. Steve was named the most influential dealmaker in Fintech by The Institutional Investor in 2017 and has continued to close some of the biggest deals in the fintech industry. &lt;/p&gt;&lt;p&gt;&lt;br/&gt;Thank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.com&lt;br/&gt;Order your Magic Mind today at https://a.co/d/4R06mLi&lt;/p&gt;&lt;p&gt;&lt;a rel="payment" href="https://www.buzzsprout.com/1195244/support"&gt;Support the show&lt;/a&gt;&lt;/p&gt;</description>

Send us a textIn this episode of the FinanZe podcast, I am joined by one of the top investment bankers on Wall street, Steve McLaughlin. Steve is the Founder and CEO of FT Partners, one of the premier investment banks in the world and the largest focused on Fintech. After graduating with a finance degree from Villanova University, Steve spent his first few years working at GE Capital in their famous financial management program. He then received his MBA from The Wharton School at The Uni...

Episode 21: Dealmaking, FinTech, and M&A Outlook with Founder/CEO of FT Partners Steve McLaughlin

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms">Send us a text</a>In this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world. Previously, she spent her first 6 years at J.P. Morgan Asset Management in equity research. Saira was recognized as one of Pensions &amp; Investments’ &quot;Most Influential Women in Institutional Investing&quot; in 2023 and has been profiled in Barron’s, which ranked her among the top 100 most influential women in U.S. finance. She was also named one of the LinkedIn &quot;Top Voices in Finance&quot;.  Saira holds a bachelor’s degree in economics from Cal Poly in San Luis Obispo and a masters of finance from The University of Wisconsin-Madison. Lastly, she holds the CFA designation.Enjoy the episode! <a rel="payment" href="https://www.buzzsprout.com/1195244/support">Support the show</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;In this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world. &lt;/p&gt;&lt;p&gt;Previously, she spent her first 6 years at J.P. Morgan Asset Management in equity research. Saira was recognized as one of Pensions &amp;amp; Investments’ &amp;quot;Most Influential Women in Institutional Investing&amp;quot; in 2023 and has been profiled in Barron’s, which ranked her among the top 100 most influential women in U.S. finance. She was also named one of the LinkedIn &amp;quot;Top Voices in Finance&amp;quot;. &lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;Saira holds a bachelor’s degree in economics from Cal Poly in San Luis Obispo and a masters of finance from The University of Wisconsin-Madison. Lastly, she holds the CFA designation.&lt;/p&gt;&lt;p&gt;Enjoy the episode!&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;&lt;a rel="payment" href="https://www.buzzsprout.com/1195244/support"&gt;Support the show&lt;/a&gt;&lt;/p&gt;</description>

Send us a textIn this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world. Previously, she spent her first 6 years at J.P. Morgan Asset Management in equity research. Saira was recognized as one of Pensions &amp; Investments’ "Most Influential Women in Institutional Investing" in 2023 and has bee...

Episode 20: Economic and Market Outlook, Magnificent 7 Stocks with CIO of Nuveen Saira Malik

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms">Send us a text</a>Thank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.com Order your Magic Mind today at https://a.co/d/4R06mLi Hi everyone, and welcome to the FinanZe podcast, episode 19. Today I am joined by another fantastic guest Mr. Tom Gotsch. Tom has had a fantastic career in the finance world with over 9 years of investment banking experience. Tom is currently a Director at TD Cowen, one of the top investment banks in the world. Tom began his professional career with Raytheon Technologies where he was a program manager for 8 years before transitioning to MHT Partners, which was eventually acquired by Cowen and Cowen was recently acquired by TD Bank. Tom holds a bachelors and masters degree in industrial engineering from Cal Poly San Luis Obispo. In addition, Tom earned his MBA from UCLA Anderson School of Business. <a rel="payment" href="https://www.buzzsprout.com/1195244/support">Support the show</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Thank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.com&lt;br/&gt;&lt;br/&gt;Order your Magic Mind today at https://a.co/d/4R06mLi&lt;br/&gt;&lt;br/&gt;Hi everyone, and welcome to the FinanZe podcast, episode 19. Today I am joined by another fantastic guest Mr. Tom Gotsch. Tom has had a fantastic career in the finance world with over 9 years of investment banking experience. Tom is currently a Director at TD Cowen, one of the top investment banks in the world. Tom began his professional career with Raytheon Technologies where he was a program manager for 8 years before transitioning to MHT Partners, which was eventually acquired by Cowen and Cowen was recently acquired by TD Bank. Tom holds a bachelors and masters degree in industrial engineering from Cal Poly San Luis Obispo. In addition, Tom earned his MBA from UCLA Anderson School of Business.&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;&lt;a rel="payment" href="https://www.buzzsprout.com/1195244/support"&gt;Support the show&lt;/a&gt;&lt;/p&gt;</description>

Send us a textThank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.comOrder your Magic Mind today at https://a.co/d/4R06mLiHi everyone, and welcome to the FinanZe podcast, episode 19. Today I am joined by another fantastic guest Mr. Tom Gotsch. Tom has had a fantastic career in the finance world with over 9 years of investment banking experience. Tom is currently a Director at TD Cowen, one of the top investment banks in the world...

Episode 19: Investment Banking with Tom Gotsch of TD Cowen

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms">Send us a text</a>Robert is currently the Chief Financial Officer of Dolby, the #1 audio company in the world for entertainment technology. Previously, he also served as the VP of Finance for Chegg, Paypal and BlueJean Networks.  In 2021 Dolby was named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies and consistently among the top-ranked companies leading the music industry forward.Robert began his finance career with Ernst &amp; Young, one of the big 4 accounting firms, serving numerous technology clients.  Robert holds a B.S. degree in Business Administration with a concentration in accounting from Cal Poly in San Luis Obispo. In this episode we will be talking about the value of an accounting background, how to break into the corporate world, and the steps to climbing up the corporate ladder! To learn more about our podcast, follow us on Instagram @The_Finanze_podcast to receive updates on new episodes and our podcast’s future, or subscribe to our youtube channel at The FinanZe Podcast. To receive updates about our podcast episodes, join our emailing list at the.finanZe.podcast@gmail.com. Enjoy the episode!<a rel="payment" href="https://www.buzzsprout.com/1195244/support">Support the show</a>

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1195244/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Robert is currently the Chief Financial Officer of Dolby, the #1 audio company in the world for entertainment technology. Previously, he also served as the VP of Finance for Chegg, Paypal and BlueJean Networks. &lt;br/&gt;&lt;br/&gt;In 2021 Dolby was named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies and consistently among the top-ranked companies leading the music industry forward.&lt;/p&gt;&lt;p&gt;Robert began his finance career with Ernst &amp;amp; Young, one of the big 4 accounting firms, serving numerous technology clients. &lt;br/&gt;&lt;br/&gt;Robert holds a B.S. degree in Business Administration with a concentration in accounting from Cal Poly in San Luis Obispo. &lt;/p&gt;&lt;p&gt;In this episode we will be talking about the value of an accounting background, how to break into the corporate world, and the steps to climbing up the corporate ladder!&lt;br/&gt;&lt;br/&gt;To learn more about our podcast, follow us on Instagram @The_Finanze_podcast to receive updates on new episodes and our podcast’s future, or subscribe to our youtube channel at The FinanZe Podcast. To receive updates about our podcast episodes, join our emailing list at the.finanZe.podcast@gmail.com. Enjoy the episode!&lt;/p&gt;&lt;p&gt;&lt;a rel="payment" href="https://www.buzzsprout.com/1195244/support"&gt;Support the show&lt;/a&gt;&lt;/p&gt;</description>

Send us a textRobert is currently the Chief Financial Officer of Dolby, the #1 audio company in the world for entertainment technology. Previously, he also served as the VP of Finance for Chegg, Paypal and BlueJean Networks. In 2021 Dolby was named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies and consistently among the top-ranked companies leading the music industry forward.Robert began his finance career with Ernst &amp; Young, one of the big 4 acco...

Episode 18: The Corporate World with CFO of Dolby Robert Park

The FinanZe Podcast, a podcast focused on educating Gen Z about finance and investing. I’m your host, Logan Lin. In this podcast I talk with the most distinguished and renowned CEOs, private equity investors, venture capitalists, investment bankers, and hedge fund managers on Wall Street. Welcome and let's start learning together!

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