Rego's Business Review Karl Rego

In this episode:

Kath's journey from retail commercial manager with Marks & Spencer, to Managing Director of FTSE-listed recruiter Michael Page International, to entrepreneur, full-time master coach and author.  How Kath uses coaching and colour as a catalyst for transformation and to help usher in a new paradigm of awareness in business and in life. 



About Kath Roberts:

Kath Roberts is a trained colour therapist and systems coach, an author and international teacher of colour therapy who uses colour to balance energy, restore harmony and ignite new ways of being. She has a track record of identifying and cultivating talent following an extensive career in leadership for a FTSE 200 company prior to setting up her own coaching and therapeutic practise in 2009.

She facilitates transformational experiences through one to one or group coaching, empowerment workshops, online programmes and retreat immersions by identifying and then making the unconscious conscious. Her focus is on enabling others to wake up to their core natures, actualise their potential and find the work they love to do.

She has co-authored a book “Colourful Boardrooms” that provides colour lessons and principles for a new paradigm in business, one that puts connection and collaboration at the heart of everything.

She values creativity, authenticity, wisdom over knowledge and firmly believes that we’re all masterpieces in progress and that it’s never too late to be the person you want to become. She has a compassionate and whole-centered approach to people development. She draws on nature as a source of inspiration, creativity and wisdom, appreciating that our consciousness is part of the greater body and intelligence of earth herself.

Follow Kath at:

Website: http://www.kath-roberts.com

LinkedIn: https://uk.linkedin.com/in/kathlroberts

Instagram: https://www.instagram.com/roberts_kath/

(Recorded 29th April, 2022)

(Copyright London Executive Advisors Ltd 2022.  All rights reserved.)

In this episode: Frank's career arc from Accountant, to Finance Director, to IPO expert, to one of the most experienced Chairman and Non-Executive Directors on AIM (London Stock Exchange). Ranging from South Africa to the UK, as well as board roles in Chinese, African and eastern European firms.

> Have you ever wondered what it's like to be Chair of a publicly listed company?  Or what it takes to lead a company through an IPO (Initial Public Offering)?

IPOs often make big headlines and deliver huge rewards for companies and founders. Stripe, Reddit and Airtable are amongst the most anticipated listings of 2022. But what makes a successful IPO?  We asked Frank Lewis, serial Chairman and IPO expert to give us the inside scoop.  

Frank has been involved in numerous IPOs since founding his own startup and taking it to a £150 million market capitalisation within 10 months (the largest IPO at the time on AIM (London Stock Exchange)). He is "one of the most experienced Chairman and Non-Executive Directors on AIM (London Stock Exchange)" and has held more than 20 Non-Executive Chair and Director roles, and has been featured on TV and in The Sunday Times. His commentary is a masterclass on what it takes to lead an IPO and be an effective Chair.

> Have you ever wondered what it's like to be Chair of a publicly listed company?  

> Or what it takes to lead a business through an IPO (Initial Public Offering)?



Join us for an expert view on these questions as well as:

> What are the qualities of an effective Chair?

> How has the role of the Chair changed over time?

> How does it feel the day of the IPO, when you ring the bell?  And what happens next?

> What is it like to be a on the board of a Private Equity-backed business?



About Frank Lewis:

An accomplished and charismatic Chairman and Non-Executive Director with over 20 years of experience as Finance Director, CEO and Chairman, supporting private and listed businesses within the distribution, manufacturing, technology and natural resource sectors across the UK, EMEA region and China.

Frank has a passion for success and offers insights and practical support on how to negotiate change and improve or scale-up operations. Drawing upon his own commercial achievements, he works with start-up, SMEs and listed companies to guide the creation of superior strategies for growth.

He has substantial experience in guiding business transformation from private to public ownership. Frank can advise on how to structure Boards as well as mentor Executive teams in their administrative duties, setting corporate vision or integrating corporate values into everyday company culture.

As part of this process, Frank has assisted numerous businesses to prepare for a successful IPO (mainly AIM listings) and offers board-room experience on how to embed frameworks of corporate governance that ensure the necessary legislative and financial compliance. From this work he has access to an exceptional network of support as well as the credibility to liaise effectively with City Institutions, Lawyers, Brokers and Auditors. A former member of AIM Advisory Council who advises the London Stock Exchange on all matters relating to the AIM Market.

Specialties include:
IPO's, Corporate Governance, Chair of Audit and Remuneration Committees. Proven expertise and integrity with investors, professional advisors and brokers.

Follow Frank Lewis at: linkedin.com/in/franklewis1 and at: www.franklewis.co.uk

(Copyright London Executive Advisors Ltd 2022.  All rights reserved.)

In this episode: Adam's journey from the US Army, to GE Executive in the legendary Jack Welch era, to President of three private equity-owned companies, to #1 bestselling author and CEO Advisory Guru.

>The Blueprint: How to secure several multi-million dollar paydays as CEO of a growing company that changes hands between various private equity firms.

Private Equity is all over the news. Collectively, these 6,000 firms manage over $5 Trillion of assets. Yet the industry can seem like a "black box" to outsiders. We asked Adam Coffey, former President of three Private Equity-owned companies to demystify how PE firms actually generate and deliver returns for their investors through the buying, growing and selling of businesses. His insights are incredibly compelling.

Adam is the #1 bestselling author of "The Private Equity Playbook: Management's Guide to Working with Private Equity."

Have you ever wondered what it takes to run a Private Equity-backed business? To deliver 3x growth within 3-5 years? Adam has been there and done it, for three different companies with eight different Private Equity sponsors. And he lays out the blueprint for how others can do the same.

Join us for an insider's view on:

>What sort of leadership is required?

>What are the challenges?

>What are the rewards and how does one secure them?

We also cover:

>Trends in Private Equity and the increasing role of ESG in deals.

>Adam's response to critics of the Private Equity industry.



About Adam Coffey:

CEO, board member, best-selling author, Forbes Business Council member, and an acclaimed guest speaker, Adam Coffey, is an inspiring and authentic leader who creates high-performance cultures and drives transformative growth.

Over the past 21 years, he has had the honor of serving as President and CEO of three national private equity-backed service companies, each in different industries. Two of the three companies he built achieved enterprise values of $1B. Throughout his career, Coffey has a proven track record of achieving notable outcomes for stakeholders. His career average at exit is 4x MOIC (Multiple of Invested Capital).

Coffey is an active mentor to MBA candidates and is a regular, favorite guest speaker at UCLA. Coffey, who considers himself a blue-collar CEO, has a diverse background. He has led several commercial and industrial service businesses, is a licensed general contractor, a pilot, a former GE executive, an alumnus of the UCLA Anderson Executive Program, and a veteran of the US Army.

Coffey’s first book, The Private Equity Playbook, was released in February 2019 and became an instant #1 Amazon Best Seller and private equity cult classic. His second book, The Exit Strategy Playbook was released in September of 2021 and also was a #1 Amazon Best Seller. He was named one of the “Most Influential Leaders” by the Orange County Business Journal in 2018, 2019 and in 2020 and 2021 was named to their prestigious "OC Top 50". Coffey makes his home in Westlake, TX with his wife and young daughter.

Follow Adam Coffey at: linkedin.com/in/adamecoffey and at: www.adamecoffey.com

(Copyright London Executive Advisors Ltd 2022.  All rights reserved.)

In this episode: Rod's journey from an equity analyst on Wall Street in the booming 1980's, to Investment Banking in the 90's, to founding Europe's largest Impact Investment Bank, to his current fascination with Innovation in Politics.

>Guest Introduction

>4:40: Thoughts on Geopolitics: Russia and Ukraine

> 7:15: Rod's current activities and realisations about democracy, politics and innovation

> 10:53: Early career: Wall Street in the 80's and Europe in the 90's

Paine Webber and Wall Street, before the boom

The Financial Revolution and Innovation

>14:05: Lehman Brothers, Europe. Paribas

>16:20: Dick Fuld: Job interview with the legendary Lehman Brothers boss

>18:44: Michael Bloomberg and the digitisation of finance

>20:30: Warren Buffett and Bill Gates on which Superpower they'd like to have

>21:00: Elon Musk on being an entrepreneur

>22:00: Michael Milken anecdote

>22:36: Rod's career transitions and unconventional path to entrepreneurship

>26:15: Impact Investment - early days

First attempts in 2000 & 2007, and being "too early"

Chair of Shelter.  Chair of then startup Just Giving (a big success)

>29:25: Founding ClearlySo Impact Investment Bank in 2008: "Create 100 Just Givings"

>32:15: Getting started; early traction

>35:00: Insights from raising ~ $1 Billion as a pioneer in Impact Investment

>36:00: The mainstreaming of Impact Investment: A 100-fold increase in Assets Under Management in the last 8 years (from $8B to ~ $800B)

>36:55: Working definition of Impact

Noteworthy clients:

Bulb Energy, helped convert 1.5 million people to green energy

Hermes, European Investment Bank, Partners Group

Blu Water, Psychology Online, OddBox

>41:50: Dealmaking

Solving for Risk, Return and Impact

Talent challenge

"Not in the room, not in the deal"

Ted Turner & AOL-Time Warner; managing competing interests

>46:01: Portfolio career

Advisor to £100 million Palatine Private Equity Impact fund; other roles

>51:40: Career takeaways: Being really early; Innovation; Passion

>53:54: Current global transitions: Labour shortages; Spending on homes; Generational divide

>60:30 Politics and Innovation

> Micro-surveys; Marketing; Leadership

>The need to "de-polarise" media

>1:09:15: What really led to the fall of the Berlin Wall? Little known story of a breakthrough between Reagan and Gorbachev, and what it tells us about how we can lower the temperature of public discourse today.

>1:13:15: Looking Ahead

About Rodney Schwartz:

Rod has operated since 1980 in the investment industry as an analyst, strategic consultant, senior manager, corporate advisor, venture capitalist and entrepreneur. This has given him substantial experience in what makes companies succeed or fail through hundreds of observations. Since 1999 he has specialised in the emerging impact investment field, and founded CLEARLYSO, Europe's leading impact investment bank which intermediates capital from investors to high-impact funds and enterprises. He still mentors and advises impact funds and enterprises, but has decided to take two years out from autumn 2021 to study for an MSc degree in Democracy and Comparative Politics at UCL in London.

Follow Rodney Schwartz at: linkedin.com/in/rodneyschwartz   and at: https://twitter.com/rodneyschwartz 

(Copyright London Executive Advisors Ltd 2021.  All rights reserved.)

> - 01:25 Tale of The Unexpected Mentor: Stressed? You're not alone.  How a chance encounter led to a major turning point.

> - 10:21 Rebalancing Value and Values: When Mark Carney met Pope Francis for drinks, what did it reveal about modern society?

> - 13:53 How we got "unstuck" in our creative process.



(Copyright London Executive Advisors Ltd 2021.  All rights reserved.)

What are you looking to achieve this year and how is that going so far?  



We discuss proven tips for each of the following scenarios:



> I) You have no idea or are confused about what you want

> II) You have some idea but the vision is still a bit cloudy

> III) You have a clear vision and just need some help in getting there



Episode notes:



Introduction

   > - 01:08 Radio show begins

   > - 02:56 Why this topic? And what does the title mean?

   > - 04:53 The importance of having a vision

   > - 05:45 General principles to keep in mind along the way

   > - 06:10 Why we set goals.  Intentions vs Goals

 

> - 08:09 Scenario I) You have no idea or are confused about what you want



   > - 09:04 Tips for "following your bliss"



> - 11:36 Scenario II) You have some idea but the vision is still a bit cloudy



   > - 13:27 Stuck on the "How?"

   > - 15:08 Self-Actualising and getting out of our own way

   > - 16:10 The 4 Levels of Awareness

   > - 18:21 Einstein weighs in

   > - 19:20 Your "Neo in the Matrix" moment



> - 20:43 Scenario III) You have a clear vision and just need some help in getting there



   > - 23:20 A practical tool for staying on track

   > - 24:00 What if you get derailed?

   > - 27:30 Three suggested resources from: Tony Robbins, Michael Bernard Beckwith & Jack Kornfield



For more on NND & "The Workplace" radio show visit: 

https://www.resonancefm.com/programmes/558d774550000b8db2000165



(Copyright London Executive Advisors Ltd 2021.  All rights reserved.)