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Company Culture
The Philosophies That Help Gang Members Reenter Society Could Help Corporate America
I want to share these ideals of kinship, second chances, grace, and joy—values that should be present in the workplace and business community. by Thomas Vozzo, Homeboy Industries
Culture
How Careismatic Brands’ CEO Girisha Chandraraj Leverages His Perspective as an Outsider to Solve Complex Business Challenges
DeFi
Can Privacy in the Blockchain Be Accountable?
by Lars Seier Christensen, Concordium
Innovation
How Jess Mah Went From Startup Founder to Venture Funder
Serial entrepreneur, pilot, and Forbes 30 Under 30 superstar Jess Mah on what drives her success, and where she’s going next. by Nanxi Liu

Top Posts

What Lies Ahead in Disruptive Innovation—and How You Can Benefit, Part ll: Dislocations = Opportunities

The pace of innovation is accelerating and tech reinvestment is growing, yet most innovative companies are...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

What Lies Ahead in Disruptive Innovation—and How You Can Benefit, Part I: the Challenges and the Dislocation

Challenges always present opportunities for smart, steady, and observant investors.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part III: Acting from Foundation Instead of FOMO

Investors plagued by fear or greed can continue to accumulate by sticking to the fundamentals.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part II: Current Financial Trends

Are we due for another collapse? The current investment landscape and how it affects financial professionals....
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part I: A Closer Look at Financial Bubbles

An inside look at past bubbles, why they develop, and how we as investors and advisors can stay out of...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

How Private Company Employees Can Potentially Create Liquidity

Liquidate private stock and repay with an IPO.
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Innovation, Disruption, and Opportunity

Implications for investors and advisors in 2021—and beyond.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Protecting Your Company’s Intellectual Property Is Another Key to Your Successful Transition

Addressing and overcoming the 12 principal reasons for failed transition growth and achieving successful...
By Andrew Horowitz, CEPA | Rockefeller Capital Management

Why Is Now a Good Time to Borrow?

Craft a liquidity management plan well in advance to achieve financial flexibility.
By Ryan Bristol | J.P.Morgan Private Bank

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

How professionals with unpredictable and short-term earning windows can lock down their financial futures.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Value Acceleration and Exit Planning

Cash flow is king.
By Andrew Horowitz, CEPA | Rockefeller Capital Management

The 12 Reasons Owner Transitions Are Not Successful (and What to Do About It)

The role of the transition growth and exit- planning process in successful business-owner exits.
By Andrew Horowitz, CEPA | Rockefeller Capital Management



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