Tech San Diego Presents the TSD Spotlight

Welcome to another TIMLEY episode of Tech San Diego's Spotlight podcast! In this episode, we dive into the crucial topic of technology investing bias and its specific impact on tech workers managing their own stock investments.

As technology workers, we are often at the forefront of innovation and investment opportunities. However, it's essential to be aware of the biases that can influence our investment decisions. These biases can skew our perceptions and lead to suboptimal investment choices, affecting our financial well-being and career growth. 

For more information about Tech San Diego visit www.techsd.org 

For more information about Tidemark and Jared Redfield visit https://tidemarkfp.com/team/ or follow Jared on LInkedin here https://www.linkedin.com/in/jaredredfield/

For more information on Tech San Diego go to Techsd.org 

Download Objective's free sample valuation reports to understand the details of what is included in a valuation deliverable here: https://www.objectiveibv.com/valuation-practice/

Contact Jordi Pujol, CFA to discuss your own unique situation here: https://www.objectiveibv.com/contact/

Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market companies in select industries of focus: Business Services, Consumer, Healthcare Tech & Services, Life Sciences Services & Tech, Manufacturing & Distribution, and Technology. Within our industries of focus we offer an investment banking group providing sell-side advisory, and a full-service valuation group providing tax compliance, financial reporting, transaction opinion, and strategic advisory services. Founded in 2006, Objective’s seasoned professionals have collectively executed over 500 M&A advisory engagements and thousands of business valuations. Our firm’s name embodies our core mission: to help business owners achieve their objectives. Learn more and find additional resources at objectiveibv.com. 

Director of Communications, Sara Spiva sat down with past winner and 2024 Top Tech Awards judging chair Alexandra Gerritsen, COO of Penchecks. We chat about the history of the awards, why they are important to our San Diego tech cluster, and even reveal a memorable moment from a past award show.

Nominations for an IT leader in your network are still open, but the deadline is coming up! Get those nominations in at https://TopTechAwards.com before May 8!

Save the Date for the Top Tech Awards, happening September 26, 2024, from 4pm-7:30pm at Snapdragon Stadium.

Producers for Tech San Diego Spotlight are Kevin Carroll and Sara Spiva. 

TSD Spotlight is recorded remotely and edited by Hypable Impact

If you enjoyed this podcast episode, make sure to like, follow and share!

Jokes about avocado toast and $9 lattes aside, 10% of Millennials today (age 28-43) have 20% more wealth than baby boomers did at the same age. Today, our generation has a net worth of 76k to 400k.

It stands to reason that you might wonder if you qualify for financial advice when you're making 76k a year, but anyone can get ahead with the help of a financial consultant.

Tech San Diego's Director of Communications, Sara Spiva sat down with Tidemark Financial Partners' Jared Redfield for a conversation about money.

We talk about Big Banks vs. Credit Unions, investing, and more.

Learn more about Tidemark Financial Partners by visiting https://tidemarkfp.com

Producers for Tech San Diego Spotlight are Kevin Carroll and Sara Spiva. 

TSD Spotlight is recorded remotely and edited by Hypable Impact

If you enjoyed this podcast episode, make sure to like, follow and share!

Kevin sits down with Chief Cybersecurity Evangelist Tony Anscombe of ESET to talk about the newest threats to cybersecurity and how companies can protect themselves from increasingly sophisticated phishing, ransomware attacks and more.

 Are you ready to protect your business from cybercrime? Listen Now!

Learn more about ESET at eset.com

Producers for Tech San Diego Spotlight are Kevin Carroll and Sara Spiva. 

TSD Spotlight is recorded remotely and edited by Hypable Impact

Don't forget to like, share and subscribe!

Host: Christy Quiogue, Talent Director for Tech San Diego

Guests: Jared Redfield, Financial Planner from Tidemark FP, and Tyler Anthony, Client Executive at Marsh and McLennan

In this first episode, host Christy Quiogue is joined by Jared Redfield, Tidemark FP and Tyler Anthony, Marsh and McClennan. The three jump into the significance of employee benefits, why you want to pay attention to the benefits package when you interview and how to make the best choices for your goals. 

Producers for Tech San Diego Spotlight are Kevin Carroll and Sara Spiva. 

TSD Spotlight is recorded remotely and edited by Hypable Impact

If you enjoyed this podcast episode, make sure to like, follow and share!

Kevin is joined by Michael Kim, Managing Director at Objective, Investment Banking and Valuation to delve into the latest factors driving M+A activity in San Diego. Whether you're an entrepreneur seeking growth opportunities, an investor looking to tap into San Diego's tech potential, or simply fascinated by the fusion of technology, this episode will be your resource for valuable insights, actionable strategies, and insider perspectives. 

Objective Investment Banking & Valuation is a leading investment banking and valuation firm offering Sell-Side M&A and Valuation Advisory Services for middle market companies.

The Technology Investment Banking practice group leverages its extensive relationships with global Technology acquirers and investors, and an in-depth understanding of Technology trends, challenges, and opportunities in an effort to deliver outstanding results for their clients. Recent recognitions include Best Sell-Side M&A Firm - USA 2023, Technology Deal of The Year 2022 ($10MM-$50MM), Private Equity Deal of The Year 2022 ($50MM-$100MM), and many more. To access the Technology practice group's latest M&A industry reports, visit: https://objectivecp.com/insights/.

Objective LinkedIn

Objective Website

**Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.finra.org) SIPC (www.sipc.org). Objective Capital Partners, LLC and BA Securities, LLC are separate and independent entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.

 

 

Producers for Tech San Diego Spotlight are Kevin Carroll and Sara Spiva. 

TSD Spotlight is recorded remotely and edited by Hypable Impact

If you enjoyed this podcast episode, make sure to like, follow and share!

Executive Director Kevin Carroll sits down with Andy Ewald and James Bohnaker from Cushman and Wakefield to chat about the state of the markets in San Diego and beyond. 

Cushman & Wakefield (NYSE: CWK) is a leading global real estate services firm that delivers exceptional value for real estate occupiers and owners. Cushman & Wakefield is among the largest real estate services firms with approximately 50,000 employees in over 400 offices and 60 countries.

Tech San Diego is a connector- since 1994, Tech San Diego has provided a unifying voice for San Diego’s technology community, fostering growth and business acceleration through collaborations between industry, education, and government. We support members from all sectors of the technology industry, including cybersecurity, big data, robotics, SaaS, biotech/healthcare, Internet of Things, defense, telecom and more. 

Learn more about us at www.techsandiego.org

Learn how Measurabl is leveraging machine learning (ML) to enhance product lines in order to help our customers reach their sustainability goals from meter to market.

Sponsored by Cooley LLP, this series takes an in-depth look at AI & Machine Learning trends. Each meeting features a presentation from a local company utilizing AI & Machine learning as a primary technology or business driver.

This is a replay of a an in-person event held on March 31, 2023 at Cooley in San Diego. 

Kevin sits down with Jared Redfield to talk about how to make your money work for you when you're a tech worker and working with a wealth management company.

To schedule your appointment, visit: Tech Employees – Tidemark Financial Partners (tidemarkfp.com)

Visit www.tidemarkfp.com for more information.

Producers for Tech San Diego Spotlight are Kevin Carroll and Sara Spiva. 

TSD Spotlight is recorded remotely and edited by Hypable Impact

If you enjoyed this podcast episode, make sure to like, follow and share!