Solomon Partners Presents artwork

Solomon Partners Presents

21 episodes - English - Latest episode: 10 months ago -

Listen in as Solomon investment bankers and advisors share their latest thinking and insights across a broad range of sectors, with a focus on M&A, financing, and deal-making.

Business banking business mergers & acquisitions m&a investment banking finance fintech debt consumer retail investing
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Episodes

The Future of the Index Industry with Wilshire Indexes CEO Mark Makepeace

June 20, 2023 14:00 - 24 minutes - 16.7 MB

Mark Makepeace, CEO of Wilshire Indexes, and Jeff Jacobs, Head of Mergers & Acquisitions at Solomon Partners discuss how new technologies, data sources and collaborations are driving changes in the global index industry. The conversation explores the growth of passive funds, the dynamics impacting ESG investing and the enormous potential for evolving technologies like AI to fundamentally reshape the investment industry.

EP 15: Iora Health's CEO on Payment Reform and Healthcare’s Omnichannel Opportunity

April 21, 2021 12:00 - 26 minutes - 18.3 MB

In our latest episode, Dr. Rushika Fernandopulle, co-founder & CEO of Iora Health, and Ryan Stewart discuss the transformation of the healthcare delivery model. As a result of payment reform and a world where face-to-face medical encounters have not been possible, Healthcare is rapidly shifting towards an omnichannel communications environment, where patients are engaging where they want to be met - virtually - over voice, video and text modalities as well as in-office, as appropriate. With...

EP 14: Behavioral Health's Defining Moment

February 25, 2021 18:00 - 31 minutes - 21.6 MB

In this episode, fmr. Congressman Patrick J. Kennedy and Garen Staglin join PJ SOLOMON's Ryan Stewart to discuss the need for comprehensive mental healthcare and other advancements. 

EP 12: Our Developing Optimism for Retail: A Look at the Holiday Season and Beyond

December 18, 2020 19:00 - 20 minutes - 14 MB

In this episode, Cathy Leonhardt, Co-Head of Global Consumer Retail, and Senior Advisor Steve Sadove discuss their outlook for retailers for the 2020 holiday shopping season and beyond. Despite the rocky start to the year and the dismal outlook brought on by COVID-19, many retailers are experiencing a better than expected holiday shopping season and the outlook for 2021 is supported by the strength of the consumer and pent up demand. Steve Sadove brings a unique perspective to the conversa...

EP 11: Trends & Outlook for Specialty Pharmacy: A Chat with CVS Health

November 18, 2020 18:00 - 18 minutes - 12.9 MB

With the world waiting in anticipation for a vaccine to COVID-19, the role of specialty pharmacies has never been more essential. As the largest provider of specialty pharmacy in the United States, how does CVS Health think about providing the highest level of quality and service at the lowest cost possible to ensure optimum healthcare outcomes?  To find out, Head of Pharmacy Investment Banking Syed Husain hosts the latest episode of PJ SOLOMON Presents. He is joined by his good friend and ...

EP 11: Trends & Outlook for Specialty Pharmacy: A Chat with CVS Health

November 18, 2020 18:00 - 18 minutes - 12.9 MB

With the world waiting in anticipation for a vaccine to COVID-19, the role of specialty pharmacies has never been more essential. As the largest provider of specialty pharmacy in the United States, how does CVS Health think about providing the highest level of quality and service at the lowest cost possible to ensure optimum healthcare outcomes?  To find out, Head of Pharmacy Investment Banking Syed Husain hosts the latest episode of PJ SOLOMON Presents. He is joined by his good friend and ...

EP 10: Our Playbook for Navigating Retail Sector Financing

September 23, 2020 20:00 - 21 minutes - 15 MB

PJ SOLOMON's Head of Financing Advisory Joe Stein speaks with David Shiffman and Jeff Derman of the firm's Consumer Retail Group about the keys to financing retailers amidst challenges facing the sector including a global pandemic.

EP 09: In Conversation: Clean Energy’s Pole Vault Moment

September 15, 2020 13:00 - 23 minutes - 16.4 MB

PJ SOLOMON Chairman Peter J. Solomon and Managing Director James McGinnis discuss the factors that are leading the transition to clean energy in the US rapidly and forcefully ahead. 

Beauty and Personal Care: Reshaping Strategies in the Changing Marketplace

July 27, 2020 14:00 - 16 minutes - 11.3 MB

PJ SOLOMON Managing Director Irina Adler and Conor Begley, co-founder of Tribe Dynamics, discuss how beauty and personal care brands are reshaping their strategies in response to a rapidly evolving marketplace. 

EP 08: Beauty and Personal Care: Reshaping Strategies in the Changing Marketplace

July 27, 2020 14:00 - 16 minutes - 11.3 MB

PJ SOLOMON Managing Director Irina Adler and Conor Begley, co-founder of Tribe Dynamics, discuss how beauty and personal care brands are reshaping their strategies in response to a rapidly evolving marketplace. 

EP 07: Global Ambition: The Future of US-China Cross-Border M&A

July 10, 2020 00:00 - 22 minutes - 15.4 MB

PJ SOLOMON's Head of M&A Execution and Cross-Border, Jeff Jacobs, speaks with Peter Adams of Vermilion Partners, the Chinese affiliate firm in the Natixis M&A network. They discuss the outlook for US-China cross-border M&A.

EP 06: The Resiliency of Experiential Entertainment and its Post-COVID Return

June 29, 2020 13:00 - 21 minutes - 14.6 MB

PJ SOLOMON's Head of Media & Entertainment, Rich Brail, speaks with CEO Marc Cooper on the state of experiential entertainment and the outlook for its reemergence in the post-COVID world.

EP 05: Retail’s Survival of the Fittest in Real Time

June 16, 2020 14:00 - 24 minutes - 17 MB

David Shiffman, Co-Head of Consumer Retail, speaks with PJ SOLOMON Senior Advisors and retailing luminaries Stephen Sadove and Matthew Rubel about the industry’s paradigm shift and what companies will need to navigate the new world order. 

EP 04: COVID-19: The Necessity of Supply Chain and Logistics Investment

May 11, 2020 16:00 - 14 minutes - 9.8 MB

Cathy Leonhardt, Co-Head of Consumer Retail, and Jason Russell, Head of Industrial Technology & Software, discuss the growing need and opportunity for investment in supply chain and logistics management in light of the new market environment created by COVID-19. 

EP 03: Executing on Digital Strategy in Uncertain Times

May 04, 2020 14:00 - 18 minutes - 12.9 MB

Cathy Leonhardt, Co-Head of Consumer Retail at PJ SOLOMON, and Zack Werner, CEO of The Maze Group, discuss digital marketing pitfalls and opportunities facing consumer and retail companies given the uncertain market environment brought on by the COVID-19 pandemic. 

EP 02: Perspectives on the Oil & Gas Sector During These Challenging Times

April 13, 2020 14:00 - 23 minutes - 16.2 MB

PJ SOLOMON's George Ward and Tero Jänne discuss what’s next for the Energy sector as it grapples with historically low oil prices and plunging demand amidst a global pandemic. 

Perspectives on the Oil & Gas Sector During These Challenging Times

April 13, 2020 14:00 - 23 minutes - 16.2 MB

PJ SOLOMON's George Ward and Tero Jänne discuss what’s next for the Energy sector as it grapples with historically low oil prices and plunging demand amidst a global pandemic. 

Navigating the Consumer Retail Sector Amidst COVID-19

April 07, 2020 15:00 - 27 minutes - 19 MB

PJ SOLOMON’s Co-Head of Consumer Retail, Cathy Leonhardt, and Derek Pitts, Head of Debt Advisory & Restructuring, discuss how they are advising Consumer and Retail clients amidst the spread of COVID-19.  Derek advises clients to “be the co-authors of their own story” and Cathy questions whether consumer behavior will be forever changed.

EP 01: Navigating the Consumer Retail Sector Amidst COVID-19

April 07, 2020 15:00 - 27 minutes - 19 MB

PJ SOLOMON’s Co-Head of Consumer Retail, Cathy Leonhardt, and Derek Pitts, Head of Debt Advisory & Restructuring, discuss how they are advising Consumer and Retail clients amidst the spread of COVID-19.  Derek advises clients to “be the co-authors of their own story” and Cathy questions whether consumer behavior will be forever changed.