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In the Strategic Financial Leadership podcast, finance expert and former CFO, Steve Coughran, covers the latest in business strategy, corporate finance, and economics. This weekly podcast is a forum for candid conversations with leading voices to discuss the trends, approaches, and innovations shaping the future of business and the finance function. Increasingly, CFOs are mired in detail and complexity at the risk of neglecting true value creation activities – analysis and strategic improvem ...
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In this special edition of Flex and The City, Dave Micallef engages in an eye-opening conversation with none other than Kirsty Watson, the powerhouse Chief Operating Officer of Advisors at abrdn. Kirsty takes us on a journey from her roots in Dunfermline, Scotland, to her unexpected path into the world of financial services. Drawing inspiration fro…
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I recently had the pleasure of sitting down with Bhagesh Malde, the Global Head of SS&C GlobeOp, for a great new Flex and the City conversation. From starting his life in Kenya and then beginning his working career in The City of London to his journey across multiple continents, Bhagesh's story is one of adaptability, resilience, and a relentless p…
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I had an incredible conversation with Craig Blair, the Country Head of Franklin Templeton Luxembourg on Flex and The City. Craig is authentic, humble and thoughtful in his approach to leadership. He speaks from the heart and believes that everyone can be successful. We spoke about his childhood in Belfast, the impact of the "troubles" and the stren…
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It was a pleasure to host Falk Fischer on Flex and the City, where we delved into his 6 C’s: Cuba, China, Culture, Connection, Change, and Camping. Falk and I discussed the continual nature of change, encouraging us to take control and steer it. He also stressed the importance of understanding various cultures, arguing that this comprehension is cr…
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Had a fantastic time interviewing Enrique Sacau on Flex and the City! As the Group CEO of Kneip, Enrique shared his insightful thoughts on appreciating what we have and avoiding making things too complex in general and also in the fund industry. He also shed light on the importance of flexibility and adaptability in the ever-changing business and g…
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Had a fantastic time interviewing Benjamin Collette on #FlexandtheCity. 🎙️ ✨ We delved into how the financial industry can learn from the kitchen—just as the right mix of ingredients makes a great dish, diversity in financial services teams can lead to great success. 🥘 🚀 He also shed light on the preconceived notions surrounding financial services …
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Wonderful to interview Elaine Chim from Apex Group who brings both Yin and Yang to financial services. Elaine was born and raised in Glasgow to Asian immigrants and after starting her career in London has spent the last decade in New York Yin and Yang is the symbol of harmony that reminds us that life is a balancing act and we are most fulfilled wh…
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Flex and the City is back after the summer vacation and who better to interview than Martin Vogel the Global Strategy Officer of Waystone. 🎧 🎙️ 🌟 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗹𝗮𝘁𝗲𝘀𝘁 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝘄𝗲 𝗱𝗶𝘃𝗲 𝗱𝗲𝗲𝗽 𝗶𝗻𝘁𝗼 𝗠𝗮𝗿𝘁𝗶𝗻'𝘀 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗲, 𝗵𝗶𝘀 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵, 𝗮𝗻𝗱 𝗵𝗼𝘄 𝗵𝗲'𝘀 𝘀𝘁𝗲𝗲𝗿𝗶𝗻𝗴 𝗪𝗮𝘆𝘀𝘁𝗼𝗻𝗲 𝘁𝗼 𝗻𝗲𝘄 𝗵𝗲𝗶𝗴𝗵𝘁𝘀. Plus, we'll be discussing his 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 …
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In this episode of the Strategic Financial Leadership Podcast, host Steve Coughran sits down with Kurt Stein, President of DCT Strategy, Inc, to explore the power of leveraging artificial intelligence (AI) in driving better and faster decisions at scale. Join Steve and Kurt as they delve into the world of AI and its transformative potential for str…
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Get ready for an insightful conversation on the latest episode of Strategic Financial Leadership, as host Steve Coughran sits down with Ben Fraser, Chief Investing Officer at Aspen Funds, to explore how alternative assets can benefit investors, particularly the ultrawealthy. In this exciting episode, Ben shares his expert insights on investing in r…
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Tune in to the latest episode of Strategic Financial Leadership, where host Steve Coughran talks with Aneal Vallurupalli, CFO of Airbase, to discuss how technology and data analytics are empowering CFOs and their finops teams to make more informed strategic decisions. In this engaging conversation, you'll learn from an experienced finance leader ab…
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Welcome to the Strategic Financial Leadership podcast! In this episode, host Steve Coughran chats with Vadim Verkhoglyad, Vice President and Head of Research Publication at dv01. Together, they dive into a thought-provoking summary that challenges common media narratives about American households. The summary suggests that many media narratives foc…
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Flex and the City is coming to you from Switzerland🇨🇭 today, where we had the fantastic opportunity to sit down with the self-proclaimed "fund nerd" Norbert Schmitz. Norbert shares his unique perspective on leadership and communication in the funds industry, drawing from the intriguing analogy of pets and their owners. He believes that, much like t…
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I loved interviewing Michael Fox - he gave me real goosebumps. From discussing his humble beginnings to his unwavering passion for encouraging new talent to join the financial services industry, Michael's story is truly remarkable. Michael discusses the importance of social mobility and highlights key elements of great leadership: effective communi…
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Claire Marshall is an agent of change driven by doing the right thing. From beginnings in the North of England and "meandering" her way to the role of Chief Internal Auditor for abrdn, Claire shares her views on harnessing the collective, the power of diversity of thought and the need for resilience (huge positives in that word meandering but you n…
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Sarah Sinclair is baking a new future for the financial services industry. 🎂 I met Sarah less than a month ago and it was quickly evident we shared alignment and passion on many subjects. As a result, I invited her to record this wonderful interview. Sarah stands for putting people at the heart of the financial services industry. As a leader in tec…
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I'm grateful to know Janusz Lorenc, and every time I meet him, I learn something. It was such a joy to interview him. Janusz is the epitome of humility and sage wisdom who talked to me about the importance of values, understanding human beings, and the power that “flow” can bring to the financial services industry. Janusz knows the importance of co…
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Rob Williams is someone I met as a 21-year-old starting out in the asset management industry. In this great podcast, Rob talks about the critical importance of values-based leadership and changing the language in asset management to better connect with consumers. His company, Royal London Asset Management, was originally formed in 1861. Driven by t…
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Catherine Battershill is a profoundly passionate leader who talks about the need to build trust in asset management with the public. As an ex-marketeer, Catherine believes more can be done to re-write the script when it comes to how asset management markets itself. From true board diversity, how great leaders drive culture, direction, and motivatio…
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Peter Brown cares. He cares about community, collaboration, and the importance of contacts (relationships). He is deeply passionate about harnessing the collective and how financial services can really act as a force for good in the world. He shares wonderful stories about how the power of incrementalism, leadership, and a "one team" approach can h…
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Steven Van Tuijl is a Leader. Human, Humble and Honest. A man born in the flatlands of the Netherlands, he shares his passion for taking inspiration, energy and perspective from the Swiss Alps. He shares stories of the great Ray Dalio as well as the incredible ability Michael Schumacher had to harness the collective within the team to ensure succes…
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Kavitha Ramachandran is a legend in the Luxembourg financial services industry. In this podcast, Kavitha shares her story of growing up in Chennai, coming to Europe and joining the financial services industry. Kavitha embodies a growth mindset. She is deeply curious, authentic, open-minded and prepared to step out of her comfort zone. Courageous an…
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Micaela Forelli is the first Italian to be interviewed on Flex & the City. As with many Italian greats, she is innovative, kind and visionary. 🇮🇹 Micaela talks about the critical importance of continuous innovation in financial services, plus how some of the softer leadership skills such as caring, being inclusive, getting curious, and maintaining …
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For anyone who has worked in the financial services industry in Luxembourg, you will undoubtedly have heard of, worked for or met the inimitable Chris Edge. Chris shared the importance of doing the right thing and supporting others without fear. Chris talks about the need to take opportunities as they come up and for leaders to embody an "entrepren…
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"Don't allow the regulatory imperative to extinguish agency and the power of people " said Noel Fessey, CEO of European Fund Administration, with enthusiasm and sapient wisdom. I loved interviewing Noel who brings a wealth of knowledge from the military and from history to the financial services industry. He speaks with passion and authority about …
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Campbell Fleming is a legend in the financial services industry. He is CEO of AssetCo plc and Chairman of The Big Exchange. Anyone who has met Campbell will be touched by the way he makes them feel. Human. From a humble background down under to barrister to financial services game changer. Humility remains firmly at Campbell's heart.❤️ Campbell men…
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This week on Flex and the City I interview Jurgen Vanhoenacker, Executive Director of Sales, Marketing and Wealth Structures at Lombard International Assurance. Have you heard about AC/DC and the way in which they managed sustainable performance? Meet Financial Services' very own lead guitarist and celebrated hard rocker Jurgen Vanhoenacker. There …
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This week on Flex and the City I talk with Johnny Black, Head of Commercial & Strategy, Advisor Sector, abrdn Jonny Black is far from Black - he's colourful, sparkly, and energetic which is just what the industry needs. Not afraid to challenge and call things out. Fresh air. Jonny celebrates difference - and the power that difference (we even talke…
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I've heard over the years from a number of sources that Christophe Girondel is a respected leader. Even at the beginning of the podcast recording, Christophe creates a climate of trust. He stands for trust and authenticity. We talked about the Nordic influence on his leadership which I've coined "Hygge" Leadership but we also talked about the power…
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This week on Flex and the City we interviewed Denise Thomas who is the COO of abrdn. Authentic isn’t quite a big enough word to describe Denise Thomas. I prefer the acronym WYSIWYG or Down to Earth; Real; Fun. I would work for Denise. I connected with Denise because she’s genuinely interested in people. She is curious about people. Deeply curious. …
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This week on Flex and the City I interviewed Karl Harder, the co-founder & Managing Director of Abundance a Financial Services game changer and lifelong environmentalist (before Greta was even born!!!) Karl is a deeply human individual and his lack of ego, profound humility, and straightforward simplicity provokes you into reflecting on the power o…
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This week on Flex and the City I interviewed Laurie Spengler, CEO, Impact Investor and Field Builder. A G7 Task Force Member amongst many other philanthropic endeavours who helps make our world a better place. Laurie cares. Laurie is abundant. Laurie really understand the value of deep relationships. Laurie articulates with conviction and drive the…
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Pips Bunce is one of the most genuine, humble, kind, perceptive, and passionate leaders I have met. Pips was in touch with my team and they all said she made them feel truly special and valued. ❤️ This is a rare quality. True Leadership. In addition to the day job at Credit Suisse, Pips puts an enormous amount of energy and passion into connecting …
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This week on Flex and the City I had the very great pleasure to interview the loving, vocal, and driven Tom Baigrie who is the Chair of LifeSearch👇 Tom epitomizes love for his family, for his customers and for his industry. He gives sound advice to any financial services entrepreneur when he says “your purpose should not be on just making money, it…
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We’ve all been there, listening to a presentation that just doesn’t drive your interest, or seem to deliver the tools that you need in order to take action. What’s even worse is when you are the person giving that presentation. Our guest today, Nancy Duarte, helps us expound on the idea that the role of a presenter is to mentor, with the main purpo…
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When you come from a hard-working family, your ambitions are expected to be high. Though many obstacles and struggles will present themselves, you have to remember that where there is determination, there is hope. We must keep persevering and strategically fighting, and in the words of the Reverend Jesse Jackson, 'Keep hope alive.'" Our guest today…
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This week on Flex and the City, we have the privilege to speak to the very kind, encouraging, inspiring Alan Chalmers, who leaves an incredible impression on people whenever he interacts with them. Alan, is the former publisher of Funds Europe and well known in the Financial Services industry with an incredible depth of knowledge about the industry…
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Kids soak up information like sponges. With most schools not teaching financial literacy, our young generations are left to their own devices to filter through all they see and hear, with the majority of it stemming from what they witness at home. Kids see their parents argue over and tiptoe around money, as well as base their expectations and some…
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Globally, there is currently about a half of trillion dollars in dry powder, or capital that has been committed by investors but has not been invested or allocated, according to S&P Global Market Intelligence. This means there is a tremendous amount of opportunity for business leaders who are looking to grow their business portfolio or sell their c…
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This week on Flex and the City, we have the privilege to speak to John Beck. John, is Senior Vice President and Director of Global Fixed Income for Franklin Templeton London, and is our first fixed income expert, who leverages his tremendous knowledge of historical economic events combined with his own forward looking views, in a way that really br…
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When it comes to shaking old habits, we quickly remember the reasons why they became habits in the first place. Whether it’s always been done this way or the risk is low and it leads to a shortcut, marketing is truly it’s own dimension of truths and fallacies. Our guest today, Atul Minocha, author of Lies, Damned Lies and Marketing, backs the notio…
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Taking risks, especially when it involves money, is not for the faint of heart. As a society, we are taught to save up our money dollar by dollar until we need it for a rainy day or retirement. However, our guest today, Yusef Alexander, disproves this notion. With inflation and the constant of change, sitting on money is only a disservice to your f…
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In this day and age, we are bombarded with to do’s, to haves, and a ton of noise that distracts us from what truly matters most. In life, it's not that we don't know what's good for us to pursue, rather it’s knowing what to cut in order to focus on the most essential activities. However, once we strip our lives down to the most essential things, th…
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We hear it time and time again: having the right attitude will take you far. Definitely an easy lesson to roll your eyes at when times get tough, but when you find yourself starting a new business or looking for a new career or job, having the right mindset is what sets apart the successful from the missed opportunities. Our guest today, Bryan Cres…
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Unlike 30 years ago, business today doesn’t take place behind closed doors. Or at least it shouldn’t. As the workplace becomes more of a community rather than a monetized entity, your team and customers are becoming your most important attributes as a leader. Our guest today, Jeff Cobourn, tells us how the company he works with, Gusto, takes this i…
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If you work in financial services and you care for the clients the industry supports and the people it employs you have to listen to this podcast. If you lead in the industry and believe in ethics and morality at your core you have to listen to this podcast. I know you are busy and even a punchy podcast needs a moment. Take that moment. 🙏 Andy Agat…
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Life is becoming a lot less predictable, meaning businesses need to start evolving their preparation for the future by turning unforeseen circumstances into something they already saw coming. However, with Excel spreadsheets really requiring a master of both the program and finance to undertake such a project, many are deterred away from including …
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Technology and business over the past 20 years have seen such a quantum leap in innovation, that it’s about time we changed our strategies to match the present and future. No longer can we just focus on mastering one discipline, but rather find a way to weave topics like technology, science and finance, together. Dr. Vinay Nair discusses with us to…
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One could argue that entrepreneurship is the purest form of business: Building the idea, team and strategy from the ground up, all while having the freedom of being your own boss and setting your own expectations. But this freedom doesn’t come without major roadblocks. The odds of a start up getting past the early stages is slim, and maneuvering ar…
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