Strategic Financial Leadership

Taking risks, especially when it involves money, is not for the faint of heart. As a society, we are taught to save up our money dollar by dollar until we need it for a rainy day or retirement. However, our guest today, Yusef Alexander, disproves this notion. With inflation and the constant of change, sitting on money is only a disservice to your future self. Rather, that money should be working for you to further invest in yourself by diversifying your assets, feeding into your curiosities and learning from your mistakes.

As co-founder of REAP, Yusef brings over 20 years of experience in the successful development of commercial and residential assets. His work includes negotiating, evaluating, and sourcing opportunities and creating added value in properties. Serving as REAP’s asset financial manager, Yusef fosters relationships with regional, leasing, and on-site managers to ensure consistent alignment with the company’s values and principles.

Yusef’s philanthropic concerns are early childhood literacy and financial literacy for adults. He is the author of Deal by Deal: A Practical Guide to Real Estate Investing and holds a degree in business economics from UCLA. He has also served as a guest professor at the UCLA School of Public Policy as well as been an invited event panelist for the Department of Economics.
Helpful links:

• Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
• Take our free Performance Health Score Assessment. Start here
• Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
• Join our SFL Accelerator Program
• Check out our free masterclass "The Surprising Path to Excellence".

Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.

This week, Steve had the opportunity to speak with Andrew Nobbay, commercial director of Oxy Low Carbon Ventures. Andrew's advice for future generations is to be kind and give the other person the benefit of the doubt. Andrew is always willing to lend a helping hand, which truly shows through his extensive volunteer experience, including “Best Buddies International” and "Habitat for Humanity International." Andrew has been apart of Oxy for 26 years, and Oxy Low Carbon Ventures for two years, which is committed to making the world a better place and reducing greenhouse gas emissions. He has played many different roles in the company ranging from the director of IT planning, financial reporting, performance improvement, and now serves as the commercial director.
Helpful links:

• Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
• Take our free Performance Health Score Assessment. Start here
• Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
• Join our SFL Accelerator Program
• Check out our free masterclass "The Surprising Path to Excellence".

Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.

Globally, there is currently about a half of trillion dollars in dry powder, or capital that has been committed by investors but has not been invested or allocated, according to S&P Global Market Intelligence. This means there is a tremendous amount of opportunity for business leaders who are looking to grow their business portfolio or sell their company via the private equity asset class. However, to be effective at maximizing value in the private equity space, business leaders need to have a playbook and understand exactly how it works and who are the players. That's why I'm looking forward to my conversation with Adam Coffey, a CEO who has two decades of experience building businesses for private equity companies.

Adam is an inspiring and authentic leader who creates high-performance cultures and drives transformative growth. Over the past 21 years, he has had the honor of serving as President and CEO of three national private equity-backed service companies, each in different industries.

Adam is an active mentor to MBA candidates and is a regular guest speaker at UCLA. With a diverse background, he has led several commercial and industrial service businesses, is a licensed general contractor, a pilot, a former GE executive, an alumnus of the UCLA Anderson Executive Program, and a veteran of the US Army.

Adam’s first book, The Private Equity Playbook, was released in 2019 and became an instant #1 Amazon Best Seller and private equity cult classic. His second book, The Exit Strategy Playbook was released in September of 2021 and also was a #1 Amazon Best Seller. He was named one of the “Most Influential Leaders” by the Orange County Business Journal for 3 straight years, and in 2021 was named to their prestigious "OC Top 50".

Coffey makes his home in Westlake, TX with his wife and young daughter.
Helpful links:

• Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
• Take our free Performance Health Score Assessment. Start here
• Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
• Join our SFL Accelerator Program
• Check out our free masterclass "The Surprising Path to Excellence".

Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated wi

In this episode, Steve Coughran had the opportunity to talk with Mihir Desai about his unique perspective on financial literacy and discovering humanity in the world of risk and return. Mihir A. Desai is an award-winning professor of finance at Harvard Business School and a professor of law at Harvard Law School. His areas of expertise include international finance, corporate finance, and tax policy, and his academic publications have appeared in leading journals. Also, his opinion pieces have appeared in the Washington Post, the Wall Street Journal, the New York Times, and the Harvard Business Review, and he has testified several times before congressional bodies. Mihir's professional experiences include working at CS First Boston, McKinsey & Co., and advising a number of firms and governmental organizations. His humility makes him an exceptional leader and his curiosity makes him an innovative thinker in the world of business.
Helpful links:

• Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
• Take our free Performance Health Score Assessment. Start here
• Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
• Join our SFL Accelerator Program
• Check out our free masterclass "The Surprising Path to Excellence".

Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.

Most leaders today understand the value of their company, products, or services appearing front and center on internet search engines. However, too many organizations pursue flawed strategies and waste a lot of money trying to position their companies at the top of these search engines. Traditionally, marketing teams and strategists will seek out the keywords for their offerings, and then deploy a content strategy filled with these words to boost their web listings. But as Google, Bing and other search engines incorporate more artificial intelligence and focus on driving a better user experience, organizations are finding that their old approaches just aren’t as effective anymore.

Eli is an SEO expert and consultant with more than a decade of experience driving successful SEO and growth programs for leading B2B and B2C companies. He helps clients like Shutterstock, Gusto, WordPress, BlueNile, Quora, Getaround, Mixpanel, and Zendesk build and execute Global SEO strategies that dramatically increase their organic visibility at scale. In his newest book—“Product-Led SEO: The Why Behind Building Your Organic Growth Strategy”, Eli shares tips about differentiating oneself from the competition through a distinctive blend of creativity and logic.

In the past, Eli led the SEO team at SurveyMonkey, building organic search from nearly zero to one of the largest growth drivers at the company. He helped launched SurveyMonkey’s first APAC office and oversaw international SEO pre-and post-IPO.

Eli’s Website: https://www.elischwartz.co/

Helpful links:

• Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
• Take our free Performance Health Score Assessment. Start here
• Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
• Join our SFL Accelerator Program
• Check out our free masterclass "The Surprising Path to Excellence".

Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.