How do you invest your money? Chances are, your gender plays a role in where you invest, how you invest, and the results you generate. When it comes to wealth management, there are considerable differences between the approaches men and women take. Molly Nissman is Vice President, Wealth Management and Portfolio Manager at UBS Financial Services in Norfolk, Virginia. She’s spent her career helping people get the most from their money. She was on campus recently for the annual Women’s Stock Pitch and Leadership Summit hosted by the William & Mary School of Business and its Boehly Center for Excellence in Finance. She took time to talk with us about women, men, and investing. 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.

174 Molly Nissman - The Psychology of Women Investor

William & Mary’s rich history of educating leaders continues at the Raymond A. Mason School of Business where today’s business leaders learn how to tackle tough business challenges. Whether you are an established executive or an emerging professional, the Raymond A. Mason School of Business is committed to providing you with quality education that offers fresh ideas and new professional skills to give you and your organization a competitive advantage. Our weekly podcast highlights the latest and best thinking from corporate executives, entrepreneurs, consultants, and thought leaders from around the world. Our guests share the strategies, tactics and keen insights to make you a more effective leader, communicator, and professional. Find us at wmleadership.com.

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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.

221 Greg Melich - Retail in 2024

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.

220 Zar Toolan - Human Centered A.I.

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.

219 Sean McDermott - Football & Principled Achievement

If you’ve lived for any length of time, you have experienced grief. It’s a universal emotion caused by losing someone or some thing you’ve loved or cared about. Whether it’s the loss of a job, the death of a family member, or loss of a pet, grief and grieving can be intense - strong enough to adversely affect your work and life. Martha Rouleau is an adjunct lecturer and mindfulness/wellness professional at William & Mary. She works at the university’s McLeod Tyler Wellness Center. She recently delivered a presentation on grief and the brain to William & Mary faculty and staff. Afterwards, she joined us to talk about grief and grieving; what they are, and how to approach them as a person, colleague, and leader. If you’ve lived for any length of time, you have experienced grief. It’s a universal emotion caused by losing someone or some thing you’ve loved or cared about. Whether it’s the loss of a job, the death of a family member, or loss of a pet, grief and grieving can be intense - strong enough to adversely affect your work and life. Martha Rouleau is an adjunct lecturer and mindfulness/wellness professional at William & Mary. She works at the university’s McLeod Tyler Wellness Center. She recently delivered a presentation on grief and the brain to William & Mary faculty and staff. Afterwards, she joined us to talk about grief and grieving; what they are, and how to approach them as a person, colleague, and leader.

218 Martha Rouleau - Grief & Grieving

Success today requires resilience. Whether it’s a company dealing with a major shift in the market, or an individual faced with a significant personal or professional obstacle, resilience is a requirement. Casey White knows all about resilience. A young, fit, working professional at the start of her career, she became unexpectedly and critically ill, and began a lengthy fight for her life that would ultimately take away her ability to walk. Now, five years later, her life and career are back on track. She credits much of her amazing recovery to resilience. She joins us to talk about the lessons she learned about resilience.  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.

174 Molly Nissman - The Psychology of Women Investor

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