Ida Liu, Head of Citi Private Bank, speaks about her management style to lead 52 offices in 20 countries, advice to CEOs on investing, and her unique leadership perspective called “DQ”. Recorded on February 27, 2024.
In our Stadium to Boardroom series, Graham Weaver, former collegiate rower and founder of Alpine Investors, talks about how his athletic career helped him steer a new path to becoming a successful CEO in Financial Services.
Nicolas Estrella, CEO of Estrella Insurance with over 200 locations shares the secrets of growing a successful family business in the auto insurance industry through a franchise model, building a great culture, and how the importance of human contact will be elevated...
Bill Madison, CEO of LexisNexis Risk Solutions, Insurance Division, talks about the role of data in driving the future of insurance, the importance of transparency, the growth of AI in insurance since the early 1990’s, and also explains how they help consumers...
Mehran Assadi, Chairman, CEO, and President of National Life Group, whose member company National Life Insurance Company was founded in 1848 (celebrating 175 years!) and currently one of the fastest-growing individual life insurance companies in America talks about...
Rob Kaplan, who recently led Goldman Sachs and the Federal Reserve Bank of Dallas talks about the core leadership principles he defines as vision, alignment, and managing yourself.
Mara McNeill, President and CEO of Toyota Financial Savings Bank shares leadership insights from a very broad background of government, legal, military, banking, and financial services.
Miles Nadal, Founder and Executive Chairman of Peerage Capital, a North American business services and private investment firm with 8,500 employees, talks about how he built a billion-dollar business by borrowing $500 on his visa and then shares keys to...
Julie Caperton heads up the Private Bank at Wells Fargo. Julie talks about how a personal incident that occurred to her and her family, forged her “No Nonsense” authentic personal leadership style.
