Leadership and Business Raymond A. Mason School of Business

Cate Faddis is in the midst of an interesting career and journey. She has spent over 25 years in investment management and financial services, working as a managing partner at Mason Capital Partners, and President and Chief Investment Officer at Grace Capital. Early in her career she spent time with Deloitte and Putnam Investments. Today she’s a portfolio manager for Zevin Asset Management. A William & Mary graduate who went on to earn her MBA at Harvard Business School, Faddis spoke at the annual Women’s Stock Pitch, hosted by the William & Mary School of Business and its Boehly Center for Excellence in Finance in April. Before speaking with students, she spoke with us about, among other things, her interesting journey, leadership, and how to build confidence.
Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

The intersection of finance, technology, and the future are the focus of a new book, titled “From Hoodies to Suits: Innovating Digital Assets for Traditional Finance.” The book just released this month bridges the gap between the hoodies - who invented the technology behind the digital assets - and the suits who run traditional financial markets. Annelise Osborne is the book’s author. A William & Mary graduate who went on to earn her MBA at Columbia, Osborne spoke at the annual Women’s Stock Pitch, hosted by the William & Mary School of Business and its Boehly Center for Excellence in Finance in April. After speaking with students, she sat down with us to discuss hoodies, suits, and the future of finance.
Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

Last month, the William & Mary School of Business and its Boehly Center for Excellence in Finance hosted the annual Women’s Stock Pitch competition where 24 teams consisting of undergraduate women from the world’s top universities competed, networked, and learned. One of the keynote speakers for the event was Lisa Petrelli, managing director, acting country head, and head of global markets for Canada at UBS. A board member for 100 Women in Finance, Petrelli has 25 years of experience on Wall Street. After delivering her keynote, she sat down with us to talk about a variety of subjects pertaining to Wall Street and leadership. More specifically: the diverse backgrounds of her peers, the markets, and the one constant - change. 
Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

We interact with it on a regular basis; some of us daily, some weekly. Whatever the frequency, it’s a major part of life and spending. Retail. Whether it’s discount stores, department stores, online or brick-and-mortar, retail is a massive sector. And for the most part, since the beginning of the pandemic, things have been good for retailers. For much of his career, Greg Melich has studied and analyzed retail. He’s partner and Senior Managing Director at Evercore, a global independent investment banking advisory firm. On a recent visit to William & Mary, he sat down with us to discuss the state of retail, the hot topics, and where things are headed. 
Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

The adoption of artificial intelligence and generative AI is moving so quickly. Leaders, companies, and organizations are working to determine how AI can best help them, their employees, their customers, and others. And while the work continues, some organizations have found the sweet spot: developing ways AI and employees work together to provide outstanding customer service by using the best of technology and people. One of those organizations is the financial services firm Edward Jones. Zar Toolan is Principle, Wealth Platforms, Data, and AI for Edward Jones. He recently visited the William & Mary School of Business to talk with students. Then he talked with us about artificial intelligence and leveraging AI to build better connections.
Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

Succeeding. And doing so in the right manner. That’s principled achievement. The William & Mary School of Business defines the principled achievement leader as one who values people, diversity of thought, empathy, humility, and success. This leader listens and inspires, practices ethical compassionate behavior, and embraces the tenants of the William & Mary honor code. This year’s Principled Achievement Award Ceremony was held on March 21st in New York City at Rockefeller Center’s Rainbow Room. The award was presented to Sean McDermott, a William & Mary graduate and head coach of the National Football League’s Buffalo Bills. Before the ceremony, McDermott sat down with us to discuss his thoughts on football, leadership, and principled achievement. 
Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.