In this conversation, Anne Ackerley discusses the importance of storytelling in finance, particularly in the context of fiduciary responsibility. She reflects on her transition into marketing at BlackRock and emphasizes the company's commitment to helping clients build better financial futures while maintaining a fiduciary role.

Takeaways

Other people tell your story, but we decided to tell ours.

The importance of being a fiduciary in finance.

Combining active and index strategies in a portfolio is crucial.

Transitioning into marketing can be a significant career shift.

BlackRock's mission is to help people build better financial futures.

Understanding the culture of a company is essential for success.

Learning new skills can lead to unexpected opportunities.

The role of marketing in communicating financial strategies.

Fiduciaries should never be on the other side of a trade with clients.

Storytelling is a powerful tool in the financial industry.

00:00 – Intro 03:45 – Larry Fink (BlackRock) 05:30 – Early Days of BlackRock 08:15 – The 8 Original Founders of BlackRock 10:00 – A Company Without Hierarchy: The BlackRock Ethos 11:00 – Rob K: The Cultural Heart of BlackRock 13:45 – Mentorship With Rob 15:45 – Realizing She Was Part of a Future Global Giant 17:10 – Career: A Story of Give and Take 18:00 – The “Marriage” of Active & Index Investing 19:00 – Becoming the Accidental CMO 21:40 – Rob’s Vision for Anne 23:30 – When the Company Didn’t Understand Active + Index 24:05 – Getting the Role as Head of the Retirement Group (Part 1) 24:50 – Mentoring Others 26:50 – Hurdles She Faced 27:00 – Getting the Role as Head of the Retirement Group (Part 2) 29:35 – “Everyone Does Know Your Story” 30:40 – Anne Loves Getting Results 31:40 – Creating the LifePath Paycheck 34:15 – Belief 35:45 – Going Back to School at Stanford 38:50 – Sports 39:15 – What’s Next: Teaching Finance & Learning AI 40:30 – Stanford Center for Longevity 42:05 – Final Thoughts

Austin Hatch shares his incredible journey of recovery after a traumatic accident, highlighting the importance of mentorship and resilience in overcoming life's challenges.

Takeaways Austin was in a coma for two months after the crash. He suffered from a traumatic brain injury and multiple broken bones. Coach B from Michigan visited him in the hospital. There were doubts about whether he would walk again. Mentorship played a crucial role in his recovery. Austin's determination to return to sports was fueled by support. The visit from Coach B inspired him to keep fighting. Resilience is key in overcoming adversity. Austin's story is a testament to the human spirit. Support from mentors can make a significant difference.

Tragedy story 2:30

1 plane crash 3:00

Coach Bielien coming to Ft. Wayne 4:30

2nd plane crash 5:10

Coach B coming to hospital 6:10

Relearning to play b ball 7:45

Power of belief 8:15

Relationship with Coach B 10:30

Do the next right thing 11:15

Honor a agreement 12:30

Going from Dominos to Grit platform 12:20

Last day at Dominos 15:30

Grit platform 17:00

Grit acronym 18:30

Be the most willing 19:25

Grit Acronym (2) 20:40

Grit (3) 23:10

Resilience is taking action every day 23:45

How he learned resilience 25:35

Greatest gift to give kids 27:10

Grit (4) 28:10

Clip 29:00

What he learned from his dad (seeing not saying) 30:45

Josiah being at funeral 32:30

Grit (5) 35:40

Coach B statement on leadership 37:00

Reflection of a leader 38:00

10 year goal 40:00

Goal everytime he speaks 41:45

Team 1st mentality 42:40

Best for the team quote 42:50

In this episode of Lead Leadership with Ed, host Ed McGill welcomes Beth Nigut, an executive vice president at EMC Insurance Companies. They discuss Beth's unique journey from being a trial attorney to a leader in corporate America, the dynamics of the leadership team at EMC, and the company's philosophy of 'keeping insurance human.' Beth shares insights on balancing professional and personal life, navigating tough conversations, and the importance of curiosity in leadership.