Investing – Thought Leaders in Business

Future Focus: A Primer for the New Black in Engagement and Confidence in Investing

with
Bob Gay

Thursday, June 2, 2016
6:00 pm

Baker Hostetler
45 Rockefeller Plaza
Our Host: Dennis Cohen

We all make investment decisions at some point in our lives. The tools to support those decisions are stuck in a complex old narrative designed to be opaque and confusing.

There has been a disruption in the investment management world in recent years with the appearance of digital finance platforms, aka, the robo advisors. They answer the question: “How am I doing?” in the industry narrative of risk/return. They are getting people visually connected to their money in a very personal way.

What will that personal financial experience look like in the future? How will the narrative transform into one that is personal, empowering, entertaining and educational. Emerging technologies in big data analytics, machine-learning and virtual reality support the presentation of your financial life in a way that fosters engagement.

Robert Gay, a top ranked quantitative analyst among institutional investors, has patented a program to create intelligence from company financial statements. It illustrates valuable relationships that prescribe action. The relationships answer the question: “Why am I doing well/poorly?”

Bob will lead a conversation for what is possible when we add a third dimension and motion to the financial experience.

We look forward to seeing you at our new venue.

Please reply to this email or to RSVP@TMGR.COM to let us know you plan to attend.

Please check in with the security desk in the lobby when you arrive.

Future Focus: How Successful Companies Stay Relevant by Continual Innovation

with Jeff Loehr

June 2, 6:00 pm, Yale Club

Business success and failure depend on decisions leaders make; they are not a result of changes in the market. However, the market is changing more quickly than most people realize so making these decisions requires that leadership find ways to overcome their biases, focus on the future and continuously reinvent to keep up.

Logically managers and leaders may know this but still struggle to manage the change. The reason for this, based on our observations working with clients around the world, is that as people we become stuck in our mental models of past success. To respond to changing market conditions managers, leaders and founders work harder at doing what they did before. Eventually, when this doesn’t work they look for silver bullet solutions that could come from innovating revolutionary products or even restructuring, but these can make the problem worse.

Future focused companies avoid this crisis by thinking about what the future could look like and preparing for it. They continuously reinvent and evolve rather than look for silver bullet solutions. In our practice we look for and build three key aspects to future focused companies: flexibility in the development and execution of their strategy, foresight to break mental models and discover new opportunities and focus to both build the core and also develop new options in the periphery.

Jeff will talk about the mental model challenge and the key aspects of a future focused company.

Jeff Loehr is a partner at Stratalis Consulting. He has experience working with teams of all sizes and at all stages of company development from developing a strategy for tech startups creating an innovation program for the world’s deepest mine. He works with teams and companies to help them break out of their mental models, explore new options and develop successful businesses.

We look forward to seeing you at the Yale Club. Please check with the front desk on the exact meeting location when you arrive.

The Neuroscience of Business Relationships

with Nora Simpson

Tuesday, May 5, 6:00 pm

Building professional relationships is a critical part of business success. Without relationships based in trust and authentic connection, attempts to create value and service will suffer. When trust and authentic connection are present between clients, vendors, and colleagues, value, productivity and collaboration can reach remarkably successful levels.

Most people can agree on some level that strong professional relationships are important. But the specifics of how to transform difficult relationships into healthy ones, and how to deepen the quality of already good relationships can feel elusive.

The science of the brain can tell us EXACTLY why someone is opening up or closing off quickly to our attempts to connect in a business context. When we “click” with someone in business, it feels easy and fun. But when others reject us, it can feel frustrating and confusing. In this talk, you will learn concrete tools you can use RIGHT AWAY to create the right “click” with almost everyone as you build deep, authentic, high-integrity connections across your business life.

Nora Simpson, CEO of Simpson Strategic Solutions, is widely recognized as a business pioneer and the creator of the field of Experiential Neuroscience. Nora has successfully implemented her groundbreaking neuroscience-based concrete business tools with more than 100 companies in 40+ industries and over 10,000 individuals to create radical breakthroughs in revenue, profit, productivity and fulfillment.

Advance registration is required, as seating is limited.

Please RSVP to Chris Moschovitis at RSVP@TMGR.COM

It Does Matter: The Details of Self-Presentation Are the Message

with Oona Chanel

April 7, 6:00 pm

Everyone in business is always in front of people who can and do make a difference in our professional lives. Much of their impressions is based on our self-presentation.

Studies show that business people who dress to represent themselves as managers of a particular business sector provide the best cues that they are authentic and believable.

Oona Chanel is a renowned expert in the discipline of self-presentation. She will demonstrate how visual signals impact corporate decision makers, team members, prospective clients, employees and the media.

Details are telling. And that does not mean expensive jewelry or hair styles. More often, small and simple things can make a big difference in the eyes of those around us.

Oona has the creds: high end runway editorial model, serial entrepreneur, and internationally acclaimed fashion consultant who has worked for major European fashion houses.

Recently, Oona founded and is the Editor-in-Chief of a new fashion magazine to be published by Scandinavian Media Ventures.

Advance registration is required, as seating is limited.

Please RSVP to Chris Moschovitis at RSVP@TMGR.COM

How Collaboration, Shared Values and Work Culture are the New Black in Corporate Growth Strategies

with Phil McKenzie

November 11, 6:00 pm

Corporate culture is under significant stress, as employers and employees struggle to find common ground in identifying and maintaining focus in achieving business goals.

Phil McKenzie, the Founder of InfluencerCon, understands these challenges and has developed an approach that identifies and supports cooperative culture that delivers value to multiple stakeholders.

Phil sees the next generation of leaders as those who pursue influencer culture.

Influencer culture is based on the pursuit of creativity, open and fair exchange, passion, collaboration and a commitment to rich and authentic personal experiences.

By bringing together corporate innovators and game-changers, InfluencerCon has established itself as the leading consultancy for those managers who are seeking to establish vital, dynamic and flexible workplaces.

The InfluencerCon methodology breaks down traditional silo-directed thinking and encourages cross-functionality and cross-pollination of strategies, concepts, customer interfaces and, ultimately, corporate growth.

Prior to founding InfluencerCon, Phil was Managing Partner of FREE DMC, an influencer marketing agency that specializes in integrated marketing strategy, digital content creation, and experiential events. He graduated with an MBA from Duke University’s Fuqua School of Business.

Advance registration is required, as seating is limited.
Click here to register on-line, or:

Please RSVP to Chris Moschovitis at RSVP@TMGR.COM

Integrity: An Access to Effective Leadership

with Christopher Gates

Thursday, September 18, 6 pm

In a one-hour fully interactive conversation, Christopher Gates, a member of the Yale Club, introduces a new model of integrity developed by a group of leadership scholars led by Werner Erhard and Michael Jensen, which you can read HERE.

Chris shares how applying this new model of integrity provides access at any moment to power, freedom, and peace of mind in any area that calls for effective action.

Christopher C. Gates, Managing Director, J.P. Morgan Securities LLC, supports individuals and family groups with wealth management. As a volunteer, he works as a leadership coach with grassroots community leaders in Northern Ireland, Israel, and the US. As a hobby, he has appeared as an actor on TV and in film. He lives in New York City and Aspen, CO.

Advance registration is required, as seating is limited.
Click here to register on-line, or:

Please RSVP to Chris Moschovitis at RSVP@TMGR.COM

Law on Your Side: How to Structure Your Business to Attract Funding

with Larry Hui and Jonathan Ain

Tuesday, August 5th, 6 pm

Larry Hui photo Many companies are looking to expand their businesses and are looking for ways to seek investment resources.

Often, business managers can take advantage of the legal structure and organization of their companies to position themselves in the most powerful, positive light to attract potential investors.

Our speakers, Larry Hui and Jonathan Ain, are experts in knowing what investors seek as they pursue companies with the greatest growth upside.

All too often business owners will not pay enough attention at the inception of their business to certain basic legal details that could ultimately spell the difference between a venture that is readily “fundable” and a venture that is so littered with potential landmines as to raise serious doubts in the mind of a potential investor as to whether their investment is worth the risk regardless of the business fundamentals.

Larry and Jonathan will help you appreciate the perspective that potential investors will bring when they are evaluating an investment opportunity.

Larry Hui is a corporate and securities lawyer with over 25 years of experience advising businesses, investors and lenders in a variety of financing transactions.

Jonathan Ain is a corporate and securities attorney who regularly works alongside start-ups and closely held businesses. He has deep experience angel and venture capital financings as well as mergers and acquisitions.

Both Larry and Jonathan are partners at Kleinberg, Kaplan, Wolff & Cohen, a 55-lawyer firm in NYC.

Advance registration is required, as seating is limited.
Click here to register on-line, or:

Please RSVP to Chris Moschovitis at RSVP@TMGR.COM

The Next Great Entrepreneurial Opportunity

Thank you all for attending!

“The Next Great Entrepreneurial Opportunity:
How to Identify Market White Space”

You can find links to David’s presentation and supporting material on his web site.

David Teten is a Partner with ff Venture Capital and Founder and Chairman of Harvard Business School Alumni Angels of Greater New York. He is co-founder of the Venture Capital Access Program, which helps women and minority entrepreneurs raise venture capital from members of the HBS Angels network. ff has invested over 150 times in over 55 companies since 1999.

David is Chairman and Founder of Navon Partners, a data analytics startup focused on analyzing private companies for investment, and former Acting CEO of Vertical Key, a web-based software service for managing large-scale events. He was previously a Managing Director with Evalueserve, a 2,500-person global research and analytics company, and Founder and CEO of Circle of Experts, an investment research firm acquired by Evalueserve.

David was formerly Founder and CEO of GoldNames, an Israel-based investment bank focusing on the internet domain name asset class. He worked with Bear Stearns’ Investment Banking division in their technology/defense mergers and acquisitions team, and was a strategy consultant with Mars & Co. David holds a Harvard MBA and a Yale BA, both with honors.