46 episodes

In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value.

In Welcome to the Arena, Co-Founder & CEO of ICR, Tom Ryan, interviews key business and financial players who influence the fate of public or aspiring public companies in the capital markets. As a former Wall Street Journal ranked sell-side equity analyst and the founder of one of the largest strategic communications firms in the world, Tom understands what it takes to navigate this complex environment.

This is a forum for CEOs, CFOs, institutional investors, sell-side analysts, financial journalists, private equity professionals and other financial community participants to share their stories and give advice in an open and candid conversation.

For more information, visit http://www.icrinc.com

Welcome to the Arena ICR

    • Business
    • 5.0 • 51 Ratings

In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value.

In Welcome to the Arena, Co-Founder & CEO of ICR, Tom Ryan, interviews key business and financial players who influence the fate of public or aspiring public companies in the capital markets. As a former Wall Street Journal ranked sell-side equity analyst and the founder of one of the largest strategic communications firms in the world, Tom understands what it takes to navigate this complex environment.

This is a forum for CEOs, CFOs, institutional investors, sell-side analysts, financial journalists, private equity professionals and other financial community participants to share their stories and give advice in an open and candid conversation.

For more information, visit http://www.icrinc.com

    TJ Jiang, CEO at AvePoint – A Head in the Cloud: Riding the huge growth in the Saas software industry

    TJ Jiang, CEO at AvePoint – A Head in the Cloud: Riding the huge growth in the Saas software industry

    In an industry that's seen incredible growth in the last few years, lots of Saas companies are exploding. But Saas software vendor AvePoint was on the scene long before the industry took off, and their strategic vision of the cloud's potential has helped secure their own extraordinary long-term growth.

    Back in March we chatted with AvePoint's Chief Brand Officer, Dux Raymond Sy about building brands, so I'm excited to learn more about this growing company with today's guest, AvePoint's CEO, Dr. TJ Jiang.

    TJ co-founded AvePoint in 2001, and he's served as CEO since 2005. He holds a Master's degeree in electrical and computer engineering from Cornell University, and a PhD in data mining from NYU and in 2010, TJ was the recipient of Ernst and Young's, Entrepreneur of the Year Award.
    Ave Point is the Saas backbone of data management and the hybrid workforce. Their full suite of Saas solutions enable organizations worldwide to collaborate with confidence in the cloud. More than 9 million cloud users rely on AvePoint solutions for securing data, sustaining connections and ensuring business continuity.

    TJ and I spoke about the early, lean years of the business, AvePoint's careful choices along the way, and the evolutionary factors that have made AvePoint one of the biggest players in the Saas industry.

    • 29 min
    Scott Hart, CEO at StepStone Group – Flywheeling High: Creating a niche in private markets investment and growing on your own momentum

    Scott Hart, CEO at StepStone Group – Flywheeling High: Creating a niche in private markets investment and growing on your own momentum

    Private markets investment is a giant field, and finding a unique place in the business isn’t easy. But when you pay close attention to timing, the needs and wants of your clients, and building a solid team, you can make a definitive mark in the industry.

    Joining me to talk about how that's done is Scott Hart, CEO of StepStone Group, a private markets investment firm. Since its founding in 2006, StepStone’s seen steady growth, and that’s been fueled by their customized investment solutions and advisory and data services. With 23 offices around the world and $137 billion of assets under management, they just keep growing.

    Scott joined StepStone in 2007, and he’s held a number of responsibilities across the organization, managing important client relationships, serving as co-head of private equity co-investments, and eventually becoming co-CEO in 2019, and CEO in January 2022.

    Scott is also a member of the global executive committee, private equity executive committee, private equity investment committee, and private equity portfolio and risk management committees.

    We talked about the factors around StepStone’s huge growth since Scott started in 2007, and the flywheel effect that’s helped get it there. We also took a dive into how diversification helped them carve out a niche built around custom products for a global client base.

    • 28 min
    Meaghan Montegari, Managing Director at ICR — ICR Industry Reports: Investor Access

    Meaghan Montegari, Managing Director at ICR — ICR Industry Reports: Investor Access

    In an ever-changing market, consistent communication and messaging is essential to building up stakeholder trust. Corporate access is key when it comes to developing relationships between companies and investors, but access strategy can be difficult to navigate without the right experience.

    Joining me on this episode of ICR Industry Reports is Meaghan Montegari, Managing Director and Head of Global Investor Access. Meaghan recently joined ICR with over a decade of experience in all facets of corporate access and institutional equity sales. While on the sell side with companies like BofA Merril, Scotia Capital and Wells Fargo, she worked closely with corporates to identify potential shareholders, execute road shows, assist in mergers, spins, and acquisitions, and coordinate major conferences.

    In this episode, Meaghan and I discuss today's corporate access landscape, the importance of clear and consistent marketing, and why access to data combined with a human touch is such a difference maker.

    • 22 min
    John Mancini, Partner at Mayer Brown — Investing in your IP Strategy : The importance of protecting your intellectual property

    John Mancini, Partner at Mayer Brown — Investing in your IP Strategy : The importance of protecting your intellectual property

    In today's knowledge-based economy, your intellectual property is your competitive advantage and it needs to be protected.

    My guest this week is John Mancini, partner at Mayer Brown and a member of the firm's global intellectual property practice, which was named IP practice group of the year in 2017 and 2020 by Law360.

    John's practice focuses on litigating copyright, trademark, trade secret, and patent disputes across the country, and he has successfully tried high-profile intellectual property cases as lead council, representing both public and private companies in a wide range of industries. His clients include tech giants like Google, YouTube, Spotify and many others and his contributions to the field have been recognized with many awards and honors including his 2020 induction into The Legal 500 Hall of Fame for trade secret litigation.

    John and I spoke about IP-related vulnerabilities companies should be aware of, new intellectual property challenges facing businesses in the social media age, and why getting your IP assets figured out should be an early priority for any company.

    • 28 min
    Henry Nassau, CEO at Dechert — On Firm Footing : How law firms play an essential role in the corporate landscape

    Henry Nassau, CEO at Dechert — On Firm Footing : How law firms play an essential role in the corporate landscape

    Given the legal complexity of just about every aspect of running a company, lawyers are nearly ubiquitous in the corporate world. So, it should come as no surprise that a lifetime in corporate law amounts to an incredible wealth of knowledge and insight that can extend a lawyer's value far beyond just providing legal advice.

    My guest this week is Henry Nassau, CEO of global law firm, Dechert. First joining Dechert in 1987 and returning in 2003 after a stint as in-house general counsel (and briefly COO) at Internet Capital Group, Henry served as chair of Dechert's corporate and securities group for a combined 14 years, representing private equity sponsors, venture capital firms, public and private corporations, management teams, boards, and special committees regarding corporate and securities matters and advising clients on mergers, acquisitions, dispositions, investments, securities offerings, proxy contests, corporate governance, and general corporate matters. 

    CEO since July of 2016, Henry has played an instrumental role in expanding the Philadelphia-based firm's international platform across Europe, Asia, and the Middle East. Today, Dechert has equal representation of lawyers inside and outside of the United States, making them a go-to choice for cross-border matters.

    Henry and I spoke about the rise and fall of the dot-com bubble as it compares to current market conditions, trends in economic globalization, and why the transition from private equity law to businessperson can be a relatively seamless one.

    • 30 min
    Joe Folkman, Co-founder and President at Zenger Folkman — The Data on Distrust : Building and maintaining trust as a leader

    Joe Folkman, Co-founder and President at Zenger Folkman — The Data on Distrust : Building and maintaining trust as a leader

    My guest this week is co-founder and president of Zenger Folkman, a leadership development consultancy, Joe Folkman. For more than 30 years, Joe has been assessing and studying top leaders in a variety of industries and is a world-renowned psychometrician and leadership development expert. If you're not familiar with his unusual job title, a psychometrician creates psychological tests to measure employees' knowledge, skills, and abilities.

    Joe is also a prolific writer and has contributed to the Harvard Business Review, Forbes, and Business Insider. His research has also been featured in Business Week, The New York Times, and The Wall Street Journal. Finally, Joe is the best-selling author and co-author of nine books on leadership and feedback, including his latest work; The Trifecta of Trust: The Proven Formula for Building and Restoring Trust.

    Joe and I spoke about the foundational theory of this latest book, how the implementation of diversity and inclusion policies have a positive effect on trust, and why you actually can please everyone...and have to.

    • 30 min

Customer Reviews

5.0 out of 5
51 Ratings

51 Ratings

Kikiym ,

Great Podcast!

Really interesting context and background stories - looking forward to more.

Brianjfink ,

Very interesting

Fascinating insight into company thought that we don’t normally get access to. Thank you!

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