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Changing the Culture and Face of Asset Management with James Benedict

Safe Space with Francesco Lombardo

Release Date: 04/23/2020

Trials and Tribulations of Succession Planning with Steven Goodman show art Trials and Tribulations of Succession Planning with Steven Goodman

Safe Space with Francesco Lombardo

Steven Goodman is passionate about providing insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely held businesses and high net worth individuals. As a CPA and former VP of the Trust and Investment Division of JP Morgan Chase, he’s served hundreds of estate planning clients for over 30 years. He also holds an MBA from Fordham University and was a supervisor for KPMG Peat Marwick. Steve is also an accomplished speaker and has presented to major CPA Firms, Law Firms, Financial Planning & Trade...

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Structuring Family Business Reorganizations with Fred Cassano show art Structuring Family Business Reorganizations with Fred Cassano

Safe Space with Francesco Lombardo

Fred Cassano is a PwC partner and trusted business advisor to many owners of private companies located in Toronto, Ontario. As a PwC Private Company Services Partner that leads the National Real Estate Tax Practice, Fred provides strategic business and tax advice for the accumulation and preservation of wealth.

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How COVID-19 has Affected Family Business with Krista Han show art How COVID-19 has Affected Family Business with Krista Han

Safe Space with Francesco Lombardo

Krista Han leads Grant Thornton’s Canadian Family Business Services Practice and has been advising business families for more than 20 years in Canada and Australia.  She helps families maximize value and navigate complex issues across the family business system with a focus on family governance, communication and continuity planning.  Krista has developed and delivered content for many audiences, including the Wallace McCain Institute’s ‘ECHO’ program (created to support to the next generation of family business leaders to improve succession success), at the Family Enterprise...

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Women in Family Business with Nike Anani show art Women in Family Business with Nike Anani

Safe Space with Francesco Lombardo

Nike Anani did not plan on dedicating her life to the family business segment in Africa. Fate, it would seem, chose for her. Nike is the founder and CEO of , Ltd., in Lagos, Nigeria, where she helps second-generation family business members collaborate with the founding generation in an effort to build sustainable family enterprises in the region. No more than 2 per cent of African family businesses successfully transition power to the second generation, and Nike has made it her mission to facilitate this generational merge. Family business has always been central in Nike’s daily life. Her...

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How Can We Do More Things Together with Sonu Bhasin show art How Can We Do More Things Together with Sonu Bhasin

Safe Space with Francesco Lombardo

Sonu Bhasin is one of the early and senior woman professionals in the industry. In her career of over 30 years she has set up and managed large businesses, and diverse teams, across financial and non-financial sectors in India and overseas. She is an Independent Director on Boards. Her book - THE INHERITORS : Stories of Entrepreneurship and Success, is a bestseller in the Business Book category. https://www.amazon.in/Inheritors-Stories-Entrepreneurship-Success-ebook/dp/B0767JFKB4 She is also the Founder and Managing Partner of FAB - Families And Business, a platform for Family Business...

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Building Multigenerational Wealth with Tsitsi Mutendi show art Building Multigenerational Wealth with Tsitsi Mutendi

Safe Space with Francesco Lombardo

Tsitsi Mutendi is a Mom, Wife,  (focused on building multigenerational family wealth), , and a . Over her career, she has been a successful   1. Fashion Creative director - Mucha (Original African Couture) Independently owned fashion label to be stocked in Zimbabwe's biggest chain store. 2. Media Professional (Created Zimbabwe's first Glossy Women Empowerment Magazine - Jewel Magazine Zimbabwe), and 3. Magazine Publisher/Editor-In-Chief (Edgars Club Magazine Zimbabwe). And from the experience from growing in these roles in these roles, she is building the following...

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Let Your Children Fail: Key to Family Business Success with Laura Ribe show art Let Your Children Fail: Key to Family Business Success with Laura Ribe

Safe Space with Francesco Lombardo

Laura Ribe is a mother of 3 married into a family involved in a family business. She has lived in Europe and Canada and worked for an airline before becoming a stay at home Mom. She is part of a family set in deep European traditions. On today's podcast episode, Laura shares her eye-opening experience of marrying into a wealthy Family Business. During the conversation, Laura discusses how she has become better and stronger with the learning she has done with Veritage. Laura also shares the benefits and genuine honesty that accompanies operating from a place of Safe Space™.

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Connect with Nature to Find Your Safe Space with Stef Van Dongen show art Connect with Nature to Find Your Safe Space with Stef Van Dongen

Safe Space with Francesco Lombardo

Stef van Dongen is an innovator and impact-driven entrepreneur. His lifework is focused on how humans can live in harmony with nature and each other. Stef has over 18 years of experience in the impact sector. In 2002 he founded the social enterprise group Enviu from the belief that entrepreneurs can play a major role in solving the world’s biggest challenges. Over the years Stef co-founded more than a dozen cutting edge social enterprises and innovation programs in the field of access to financial services, access to food and circular economy. Through his business Pioneers of Our Time, he...

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The Kaleidoscope of Family Business & Finance with Rupert Phelps show art The Kaleidoscope of Family Business & Finance with Rupert Phelps

Safe Space with Francesco Lombardo

Rupert joined Smith & Williamson in 2017 and leads the family office services group. Prior to this, he was the Director of Family Office Services at Savills PLC. Rupert also spent seven years as the Director of Family Office Services at BNY Mellon. Formerly he has been a board member of a single FO, Global Head of Private Banking & Wealth Management at Euromoney, with other senior roles at UBS Global Asset Management and Merrill Lynch. Rupert gives strategic advice on family governance, family constitutions and councils, succession planning, setting up single family offices and next...

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The Art and Science of Standing out with Jamie Mustard show art The Art and Science of Standing out with Jamie Mustard

Safe Space with Francesco Lombardo

Jamie Mustard is a strategic multimedia consultant and Iconist. His passion is to teach the science and “art of obviousness,” helping professionals, change agents, artists, and businesses confidently and at will make their messages, brands and ideas stand out to their desired audiences. A graduate of the London School of Economics, Jamie’s work is an explanation of the “economics of attention,” based on the primal laws of human perception called Blocks. His work has appeared in Thrive Global, Branding Strategy Insider, Psychology Today, and FLAUNT...

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James is a Co-Founder of Left Tackle Capital. Left Tackle Capital’s (LTC) mission is to change the demographics and culture of asset management.  

Prior to co-founding Left Tackle Capital, James was a partner with Kidd & Company (KCO), a family office direct investment firm which consistently generated world-class investment returns. James serves on the NextPhase Medical Devices & Colerain Family RV board of directors and is an observer on the Logistyx Technologies board of directors.

Prior to joining KCO, he was Senior Managing Director and Chief Talent Officer at Spencer Trask & Co, a venture capital firm that made the initial investments in category changing companies, including Ciena, Next Level Communications, Health Dialog, Myriad Genetics & Prolor Biotech. James oversaw talent acquisition and development across the Spencer Trask portfolio, and also served on the boards and advisory boards of several Spencer Trask companies.

James has been actively involved in several purpose-led endeavors:

He is a founding advisory board member of Maverick Collective. Maverick Collective is a groundbreaking philanthropic and advocacy initiative aimed at catalyzing the next wave of social investors setting out to improve the health and rights of girls and women worldwide. Maverick Collective was co-founded by Her Royal Highness Crown Princess of Norway Mette-Marit and Melinda Gates, co-chair of the Bill & Melinda Gates Foundation.

He also serves on the Young Audiences Board of Directors, where he is a founding board member of the Young Audiences Charter School at Kate Middleton in New Orleans, the first arts in education charter school in the United States.

He serves on the Advisory Board of Mogul, a technology platform that enables women in over 30,000 cities in nearly 200 countries to share ideas, seek advice, access content while offering mentorship and promoting entrepreneurship.

Along with Thomas LeDet and Sebastian Harris, James is co-author of Rocka My SoulRocka My Soul is the story of the 1981 Jack Yates Lions, the first all African-American football team to advance to the Texas state championship post-segregation.

James has a Ph.D. in International Economics from Columbia University, a B.A. from Baylor University, and a Certificate on Monetary and Fiscal Policy from the Japanese Ministry of Finance.